Description
The Client Reporting Specialist supports Dimensional’s global client services teams by generating standard and customized weekly, monthly, and quarterly reports, completing due diligence and client questionnaires, maintaining data integrity, responding to client inquiries, and preparing materials for portfolio management, client groups, marketing, and presentations. The role requires a bachelor’s degree, strong communication and analytical skills, attention to detail, Microsoft Office proficiency, and the ability to manage multiple projects; professional experience is preferred, and immigration sponsorship is not available.
