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Posted 02 August, 2026

Client Reporting Specialist

BCForward
Jersey City, NJ, US Full Time

Job Description

Job Description

Job Title - Client Reporting Specialist (JSY)

Job Location - 185, Hudson Street, Jersey City, New Jersey, United States of America, 07311

Duration :6 months

Pay rate: $26.00/ Hr. on W2

Job Type- Hybrid(3 days onsite,2 days remote)

Job Description -

The Client Reporting Specialist is responsible for gathering, compiling, and transforming data from custody operations and fund accounting services to create reports showing finalized or predicted Client activities. In this role you will master your technical skills using different applications to prepare reports. You will have a chance to acquire custody and fund accounting knowledge and transfer it within the team. You will secure the process by maintaining procedures and other process related documentation. Apart from your daily duties you will be involved in continuous improvement initiatives and various special projects focusing on standardization and automation of the reporting processes.
Some of your key responsibilities include:
• Co-operate with your colleagues to meet all client reporting deliverables in accordance with procedures and controls
• Ensure timely and accurate responses to internal and external clients
• Promptly escalate sensitive/risk issues to senior colleagues and management
• Ensure procedures are being kept in good quality and risk driven
• Enhance quality and efficiency of your work by identifying process improvements
• Efficiently utilize BBH systems and tools to maximize productivity
• Participate in special projects as directed by the Client Reporting Seniors & Supervisor e.g.: new business onboarding, new product implementation, reports conversion from other location
• Continually cross train with other colleagues to assist knowledge transfer and coverage during absences.

Qualifications: • BA/BS degree, and/or equivalent work experience • Advanced knowledge in Excel preferred, and VBA/macro development knowledge highly appreciated. • Highly organized, detail oriented, self-motivated. • Proven ability to problem-solve and recommend solutions. • Strong aptitude for accuracy and attention to details • Capable of monitoring and completing a variety of projects simultaneously. • Willingness and ability to work in a client-driven, deadline- oriented environment.