Handelsbanken on cord

Handelsbanken

Client Reporting Associate

External position
Pembury, Tunbridge Wells, UK
Hiring internally for Handelsbanken?
Banking
Handelsbanken is a relationship bank with a decentralised way of working, a strong local presence thanks to a nationwide network of branches, and a long-term approach to customer relations.
Active
over 6 months ago
Posted
4 days ago
Checked
cord regularly checks that external positions are still open
2 days ago

Skills & Experience

Job roles: Finance/Accounting
Experience level: Entry, Junior, Mid
Core skills considered: Accounting software, FinancialForce, FreshBooks, NetSuite, Phinsys
Other skills considered: Quickbooks, Sage, Wave, Xero, Business Analysis

Logistics

Base salary: Undisclosed
Some companies on cord are unable to disclose salaries publicly due to internal company policies. Message the company for salary information.
Employment type: Permanent
Remote working: Hybrid
Visa sponsorship: Not available

Job Description

An exciting opportunity has arisen for a candidate to join the Client Reporting team within the Customer Proposition function at Handelsbanken Wealth.

The Client Reporting team is responsible for the delivery and ongoing development of award-winning print and digital reporting solutions for clients, advisers and internal stakeholders. We are seeking an individual with experience in client reporting, investment management, wealth management, or a related financial services environment who can contribute to the delivery of high-quality reporting and support the continued evolution of our reporting capabilities.

This is a business-focused role that works closely with customer-facing teams, investment specialists and operational stakeholders to ensure clients receive accurate, timely and informative reporting. While the team manages sophisticated reporting platforms, including Client Centre the customer investment portal, this is not an IT role. Instead, it requires strong stakeholder management, problem-solving skills and attention to detail.

The successful candidate will have the opportunity to broaden their knowledge of investment reporting, regulatory requirements, client communications and reporting system governance within a growing wealth management business.


Key Responsibilities

  • Support the Client Reporting Manager in the delivery of print and digital reporting to a broad client base.
  • Assist in the maintenance, enhancement and ongoing governance of the client reporting platform.
  • Act as deputy system owner for the reporting system, providing support for issue resolution, testing and business change initiatives.
  • Produce bespoke client reporting and coordinate requirements with the Private Office team and other stakeholders.
  • Collaborate with teams across the business, including the Investment Team, to develop new reporting solutions and improve existing outputs.
  • Monitor and maintain awareness of relevant regulatory and client reporting requirements.
  • Ensure all fund and client reporting is produced accurately and delivered within agreed timescales.
  • Support continuous improvement initiatives, identifying opportunities to enhance reporting processes and client outcomes.
  • Build strong working relationships with stakeholders across the business to support reporting requirements effectively.

What we're looking for

The successful candidate will be highly organised, detail-oriented and capable of managing multiple priorities in a fast-paced environment. They will be proactive, collaborative and committed to delivering high-quality outcomes for clients and colleagues.


Essential Skills

  • Strong attention to detail and commitment to accuracy.
  • Excellent organisational, planning and time-management skills.
  • Ability to prioritise workloads effectively and manage competing deadlines.
  • Strong problem-solving and analytical skills.
  • Ability to use initiative and identify practical solutions.
  • Excellent written and verbal communication skills.
  • Strong stakeholder management and relationship-building capabilities.
  • Proven ability to work independently and as part of a team.
  • High standards of delivery and accountability.

Essential Experience

  • Experience within client reporting, investment reporting, wealth management, asset management or a related financial services environment.
  • Experience working with internal and external stakeholders across multiple business functions.
  • Experience delivering reporting outputs to tight deadlines while maintaining a high degree of accuracy.
  • Good understanding of investment products, portfolios and client reporting requirements.

Desirable

  • Experience using client reporting or investment reporting platforms.
  • Experience producing bespoke client reporting and client communications.
  • Understanding of regulatory reporting requirements within wealth or asset management.
  • Experience supporting business change, system enhancements and testing activities.

Company Benefits

  • Holiday Entitlement
  • Pension (15% non contributory)
  • Enhanced Family Leave (Up to 52 weeks maternity and 26 weeks paternity leave)
  • Life Assurance
  • Group Income Protection (GIP)
  • Private Healthcare
  • Health Screening
  • Employee Assistance Programme (“EAP”)
  • Travel Loan
  • Cycle to Work Scheme
  • Eye Tests
  • Discounted Staff Account Rates
  • Gym Subsidy
  • Give As You Earn (GAYE)
Client Reporting Associate at Handelsbanken
Position posted 4 days ago

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Starling Bank on cord

Starling Bank

Full Stack Engineer (ML Ops)

London, UK
FinTech · Banking · Finance
A better bank for everyone
Active
over 6 months ago
Responds to
0% of requests
Responds in
1h 55m
Requests
7 pending

Skills & Experience

Job roles: Full Stack
Experience level: Mid, Senior
Core skills considered: Java, React, Redux, AWS, JavaScript

Logistics

Base salary: £70K - £110K
Employment type: Permanent
Remote working: Hybrid (up to 2 remote days p/w)
Visa sponsorship: Not available

Job Description

Starling is the UK’s first and leading digital bank on a mission to fix banking! Our vision is fast technology, fair service, and honest values. All at the tap of a phone, all the time.

Starling is the UK’s first and leading digital bank on a mission to fix banking! We built a new kind of bank because we knew technology had the power to help people save, spend and manage their money in a new and transformative way.

We’re a fully licensed UK bank with the culture and spirit of a fast-moving, disruptive tech company. We’re a bank, but better: fairer, easier to use and designed to demystify money for everyone. We employ more than 3,000 people across our London, Southampton, Cardiff and Manchester offices.

Our technologists are at the very heart of Starling and enjoy working in a fast-paced environment that is all about building things, creating new stuff, and disruptive technology that keeps us on the cutting edge of fintech. We operate a flat structure to empower you to make decisions regardless of what your primary responsibilities may be, innovation and collaboration will be at the core of everything you do. Help is never far away in our open culture, you will find support in your team and from across the business, we are in this together!

The way to thrive and shine within Starling is to be a self-driven individual and be able to take full ownership of everything around you: From building things, designing, discovering, to sharing knowledge with your colleagues and making sure all processes are efficient and productive to deliver the best possible results for our customers. Our purpose is underpinned by five Starling values: Listen, Keep It Simple, Do The Right Thing, Own It, and Aim For Greatness.

Hybrid Working

We have a Hybrid approach to working here at Starling - our preference is that you're located within a commutable distance of one of our offices so that we're able to interact and collaborate in person. We don't like to mandate how much you visit the office and work from home, that's to be agreed upon between you and your manager.

Our Data Environment

Our Data teams are excited about the value of data within the business, powers our product decisions to improve things for our customers and enhance effective and agile decision making, regardless of what their primary tech stack may be. Hear from the team in our latest blogs or our case studies with Women in Tech.

We are looking for talented data professionals at all levels to join the team. We value people being engaged and caring about customers, caring about the code they write and the contribution they make to Starling. People with a broad ability to apply themselves to a multitude of problems and challenges, who can work across teams do great things here at Starling, to continue changing banking for good.

Requirements

We have built our entire banking platform in house and mostly in Java. We are looking for people who want to work on building the tooling that is used by our engineers on a daily basis.

We are looking for people who are truly full stack, and are as comfortable polishing their javascript front end as they are debugging the innards of their java applications database interactions, or standing up infrastructure with terraform. We are looking for people who can:

  • Design REST apis.
  • Code backend services, ideally using Java, or another other server side compiled language.
  • Develop modern front ends, ideally using React and Redux.
  • Get their code into the cloud and support it there, ideally on AWS.
  • Believe in clean coding, simple solutions, automated testing and continuous deployment.
  • Like to take ownership of a feature from the original idea through to live.
  • Think (like us) that a small number of empowered developers is the right way to deliver software.

Company Benefits

  • 33 days holiday (including flexible bank holidays)
  • An extra day’s holiday for your birthday
  • 16 hours paid volunteering time a year
  • Part-time and/or flexible hours available for most roles
  • Salary sacrifice, company enhanced pension scheme
  • Life insurance at 4x your salary
  • Hybrid/remote working
  • Private Medical Insurance with VitalityHealth including mental health support and cancer care. Partner benefits include discounts with Waitrose, Mr&Mrs Smith and Peloton
  • Generous family-friendly policies
  • Varied social groups set up and run by our employees
  • Perkbox membership giving access to retail discounts, a wellness platform for physical and mental health, and weekly free and boosted perks
  • Access to initiatives like Cycle to Work, Salary Sacrificed Gym partnerships and Electric Vehicle (EV) leasing

Full details are available on our careers site

Interview Process

Interviewing is a two way process and we want you to have the time and opportunity to get to know us, as much as we are getting to know you! Our interviews are conversational and we want to get the best from you, so come with questions and be curious. In general you can expect the below, following a chat with one of our Talent Team:

  • Stage 1 - 30 mins with one of the team
  • Stage 2 - Take home challenge
  • Stage 3 - 90 mins technical interview with two team members
  • Stage 3 - 45 min final with an executive and a member of the people team
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