279 Barclays Shared Services Jobs
Business Support - Client Reporting
Barclays Shared Services
posted 15hr ago
Flexible timing
Key skills for the job
Client Reporting and Reconciliation AVP - This role is instrumental in delivering accurate and timely client reporting, managing reconciliation processes, and supporting the Vice President (VP) in overseeing operational functions. As the Deputy to the VP, this role involves providing operational oversight, enhancing process efficiencies, and ensuring exceptional service to high-net-worth clients.
Key Responsibilities:
1. Client Reporting and Analysis
Prepare and deliver comprehensive, timely, and accurate reports for private bank clients.
Collaborate with client-facing teams to understand reporting requirements and ensure alignment with client expectations.
2. Reconciliation and Quality Control
Oversee daily, weekly, and monthly reconciliation processes for client accounts, investment transactions, and portfolio balances.
Identify, investigate, and resolve discrepancies, working closely with operations, investment, and client service teams.
Maintain stringent accuracy standards, ensuring data integrity in all client reports and reconciliations.
3. Process Improvement and Efficiency
Analyze and identify opportunities to streamline reporting and reconciliation workflows, reducing processing times and minimizing errors.
Collaborate with technology teams to implement automation and improve data flow across systems.
Establish and monitor key performance indicators (KPIs) to track and enhance operational effectiveness.
4. Deputy to VP - Leadership Support
Act as the primary backup to the VP for overseeing daily operations, ensuring continuity in service and processes.
Assist the VP in managing team workload, delegating tasks, and providing guidance to junior team members.
Lead or participate in cross-functional projects, contributing insights on reporting, reconciliation, and operational improvements.
5. Risk Management and Compliance
Ensure compliance with regulatory requirements and internal policies for client reporting and financial operations.
Support the VP in implementing risk mitigation strategies to safeguard client assets and private bank operations.
Conduct regular audits and quality checks, preparing documentation for internal and external reviews.
6. Stakeholder and Client Engagement
Serve as a point of contact for client relationship managers, addressing inquiries related to client reports and account discrepancies.
Communicate complex financial information effectively, ensuring clarity and transparency for clients and internal stakeholders.
Support the VP in client meetings by providing operational insights and updates.
Qualifications:
Experience : Minimum 5-10 years in client reporting, reconciliation, or operations within private banking, wealth management, or investment operations.
Education : Bachelor s degree in finance, accounting, economics, or a related field; professional certifications (e. g. , CFA, CPA) preferred.
Technical Skills : Proficient in Microsoft Excel, experience with financial reporting software, and familiarity with investment management platforms.
Analytical Abilities : Strong attention to detail, with the ability to interpret complex data and identify trends.
Communication Skills : Excellent verbal and written communication skills, with the ability to interact effectively with both internal teams and clients.
Leadership Skills : Demonstrated ability to take initiative, prioritize tasks, and manage projects, especially when deputizing for senior leaders.
Job location is Mumbai
Purpose of the role
To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution.
Accountabilities
Assistant Vice President Expectations
Employment Type: Full Time, Permanent
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