Client Reporting Regulatory Consultant

Job DescriptionKey RequirementsMust have 10+ Years experience in Client Reporting Operations (Statements, Confirms, Monthly / Quarterly Mailing Recon, Prospectus, Regulatory Mailings).Strong knowledge of Quarterly and Monthly Client Statements, Non-Statement Inserts, Trade Confirms and physical mailing production and schedules.Experience and knowledge regarding Client Reporting regulatory obligations, critical delivery dates, mailing timelines, and e-delivery requirements.Proven experience in building or setting up client reporting teams, including defining roles, responsibilities, workflows, and operating models.Ability to develop and document procedures, controls, and end-to-end processes across Statement, Confirms, E-delivery and Mailing production.Experience identifying and implementing process enhancements to improve efficiency, reduce operational risk, and eliminate manual processes.Honed knowledge of client reporting operations best practices, exception management, and quality control.Ability to partner with technology, operations, compliance, product, and business stakeholders to drive improvements in the client reporting space.Preferred SkillsExperience with automation, workflow tools, or reporting platforms.Strong analytical and problem-solving skills.Ability to assess current-state processes and design scalable future-state operating models.Excellent documentation, communication, and stakeholder management skills.Experience supporting regulatory, financial, investment, or wealth management reporting environments.