Reporting Coordinator (Capital Access)
Job
TEKsystems
Remote
$47,840 Salary, Full-Time
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Job Description
Position Overview We are seeking a highly organized and service-driven Reporting Coordinator to support daily operations within a fast-paced, client-focused environment. This role is responsible for managing time-sensitive reports, handling confidential information, and providing high-touch service to high-net-worth clients and financial advisors. The ideal candidate is calm under pressure, detail-oriented, and thrives in a collaborative team setting. What You'll Do Process and manage daily operational reports with strict deadlines Handle sensitive and confidential client information with accuracy and discretion Provide phone support to clients and financial advisors (approximately 50% of the workday) Deliver a service-first experience in every client interaction Make quick, informed decisions in time-sensitive situations Collaborate with team members in both in-person and virtual environments Participate in team meetings, training sessions, and ongoing feedback discussions Utilize Microsoft Office tools (Excel, Outlook, Word) at an advanced level Required Qualifications Minimum 3 years of Client Services or Client Support experience Proven experience handling time-sensitive reports or deliverables Demonstrated ability to make quick, sound decisions under pressure Strong proficiency in Microsoft Excel and Outlook Excellent interpersonal and customer service skills Comfort using phones as a primary communication tool High School Diploma or equivalent Why This Role Hybrid work environment Exposure to high-net-worth clients and financial advisors Collaborative team culture Strong opportunity for permanent placement based on performance Apply Today If you're a detail-driven professional who excels in a fast-paced, service-oriented environment, we'd love to hear from you. Apply now to be considered for this exciting opportunity. Job Type & Location This is a Contract position based out of Southfield, MI. Pay and Benefits The pay range for this position is $23.00
- $23.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan
- Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in Southfield,MI.
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.Similar remote jobs
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