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Team Lead - B&L

สีน้ําเงินและสีขาวหมุนวน


Job Summary

The Team Lead - B&L will oversee the efficient functioning of client reporting and wealth management operations. With a hybrid work model and night shifts the role requires expertise in MS Office and a strong understanding of reporting processes. The candidate will contribute to enhancing operational efficiency and ensuring accurate client deliverables.


Responsibilities

  • Lead the team in managing client reporting tasks to ensure timely and accurate delivery.
  • Oversee wealth management operations to optimize processes and improve service quality.
  • Provide guidance and support to team members to enhance their performance and skill development.
  • Collaborate with cross-functional teams to streamline reporting workflows and improve data accuracy.
  • Ensure compliance with industry standards and regulations in all reporting activities.
  • Monitor and analyze reporting metrics to identify areas for improvement and implement solutions.
  • Develop and maintain documentation for reporting processes to ensure consistency and reliability.
  • Facilitate communication between team members and stakeholders to address reporting needs and challenges.
  • Utilize MS Office tools to create and manage reports ensuring data integrity and presentation quality.
  • Implement best practices in reporting and operations to enhance efficiency and client satisfaction.
  • Coordinate with IT teams to resolve technical issues impacting reporting processes.
  • Drive initiatives to automate reporting tasks and reduce manual effort.
  • Support the development of new reporting solutions to meet evolving client requirements.

    • Qualifications

  • Possess strong proficiency in MS Office applications to manage and analyze data effectively.
  • Demonstrate experience in client reporting and wealth management operations to ensure high-quality deliverables.
  • Exhibit excellent problem-solving skills to address reporting challenges and improve processes.
  • Show ability to work in night shifts and adapt to a hybrid work model for optimal productivity.
  • Have a keen eye for detail to ensure accuracy in all reporting tasks.
  • Display strong communication skills to facilitate collaboration and stakeholder engagement.
  • Bring a proactive approach to identifying opportunities for process improvement and innovation.

    • Certifications Required

    Microsoft Office Specialist Certification is recommended.

    The Cognizant community:
    We are a high caliber team who appreciate and support one another. Our people uphold an energetic, collaborative and inclusive workplace where everyone can thrive.

    • Cognizant is a global community with more than 300,000+ associates around the world.
    • We don’t just dream of a better way – we make it happen.
    • We take care of our people, clients, company, communities and climate by doing what’s right.
    • We foster an innovative environment where you can build the career path that’s right for you.

    About us:
    Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant (a member of the NASDAQ-100 and one of Forbes World’s Best Employers 2024) is consistently listed among the most admired companies in the world. Learn how Cognizant helps clients lead with digital at www.cognizant.com

    Cognizant is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, state or local laws.

    If you have a disability that requires reasonable accommodation to search for a job opening or submit an application, please email [email protected] with your request and contact information.

    Disclaimer:
    Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.

    Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

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