Position: Client Reporting Specialist

Department: Operations
Reporting to: Manager Client Reporting

Role Overview:-We are seeking a detail-oriented and process-driven Client Reporting Specialist to support the Wealth team in delivering accurate, high-quality client reporting, document preparation, and administrative support. The role involves working closely with Advisors, Associate Advisors, and Client Reporting Analysts to prepare client-ready reports, meeting packs, and MDA reports within strict deadlines. You will be responsible for data validation, report formatting using Excel and PowerPoint, and maintaining client data in systems such as Praemium. The position requires strong analytical ability, attention to detail, and the capability to work effectively in an offshore/onshore team model while ensuring timely, compliant, and professional delivery of all reporting requirements.

Key Responsibilities

Client Reporting & Administration

- Support end-to-end preparation of WM client reporting and meeting packs
- Produce high-quality reports using Excel and PowerPoint
- Perform data validation, reconciliation, and final quality checks
- Collect and input client data ensuring completeness and accuracy
- Coordinate with internal stakeholders for timely delivery
- Maintain templates and improve reporting processes

Teamwork & Delivery

- Ensure all daily and periodic reporting tasks are completed on time
- Work within defined processes and escalate issues proactively
- Support team members and contribute to overall delivery outcomes
- Drive continuous improvement in reporting and service delivery

Data Management





- Maintain accurate client data as per defined procedures
- Verify data integrity and resolve discrepancies
- Support updates such as client valuations and income tracking

Compliance & Governance

- Adhere to company policies and procedures
- Maintain strict confidentiality of client information
- Ensure all activities are compliant and aligned with company values
- Support audits, reviews, and process improvement initiatives

Skills & Experience

- 3-5 years of experience in client reporting / financial reporting / investment operations
- Experience in wealth management / financial services / funds / professional services preferred
- Solid experience in end-to-end client reporting / portfolio reporting
- Advanced proficiency in:
- Excel (formulas, data analysis, reconciliation)
- PowerPoint (presentation formatting and reporting packs)

- Experience handling large datasets and producing client-ready outputs
- Strong analytical and problem-solving skills
- High attention to detail and accuracy
- Ability to work in a fast-paced, deadline-driven environment
- Excellent written and verbal communication skills

Preferred / Good to Have

- Experience with Praemium, SS&C;, or similar platforms
- Exposure to reporting automation or process improvement
- Knowledge of investment markets and financial instruments

Key Competencies

- Detail-oriented and process-driven
- Strong organizational and time management skills
- Ability to work independently and in teams
- Professional stakeholder communication
- High level of integrity and confidentiality

📌 Client Reporting Specialists- Gurgaon (Haryana)
🏢 Sand Martin Consultants
📍 Haryana