Client Services Insights & Reporting Analyst, Global Asset Management
AI Summary
A data-driven analyst transforms complex datasets into dashboards and reports to support operational performance and client service delivery for global asset management.
About this role
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Services Insights & Reporting Analyst, Global Asset Management based in Canada.
Join a collaborative, data-driven team where your insights will help shape operational performance and enhance client service delivery. In this role, you will transform complex datasets into meaningful reports, dashboards, and recommendations that support strategic decision-making across client services and workforce operations. Working closely with business leaders and cross-functional stakeholders, you'll contribute to continuous improvement initiatives while helping optimize service levels, operational efficiency, and customer experience. This is an excellent opportunity for an analytical professional who enjoys solving business challenges through data, visualization, and reporting in a fast-paced, remote work environment.
Accountabilities:
- Develop, maintain, and enhance dashboards, reports, and scorecards that provide visibility into contact centre performance, workforce productivity, service levels, and operational KPIs.
- Analyze data from multiple sources to identify trends, risks, opportunities, and key performance drivers that support informed business decisions.
- Support forecasting, workforce planning, scheduling, and capacity management through accurate reporting and data analysis.
- Monitor operational, quality, productivity, and customer experience metrics while recommending improvements that enhance service delivery.
- Ensure the integrity, consistency, and accuracy of reporting data across multiple systems and reporting environments.
- Conduct impact assessments and post-implementation reviews to measure the effectiveness of business initiatives and operational changes.
- Collaborate with stakeholders to gather reporting requirements, develop analytical solutions, and support continuous process improvements through automation and enhanced reporting capabilities.
- Prepare and deliver recurring and ad hoc reports with clear, actionable insights for leadership and operational teams.
- Bachelor's degree or post-secondary education in a related field, or an equivalent combination of education and relevant professional experience.
- Minimum of 2 years of experience in data analytics, reporting, business intelligence, or a similar analytical role.
- Advanced Microsoft Excel skills with hands-on experience creating dashboards and visualizations using Power BI.
- Experience working with reporting tools, business analytics, and large datasets to support operational decision-making.
- Familiarity with AWS-based data environments is considered an asset.
- Previous experience within contact centres, customer service operations, workforce management, or service delivery environments is preferred.
- Strong analytical thinking, problem-solving abilities, and exceptional attention to detail with a commitment to data accuracy.
- Excellent communication and stakeholder management skills with the ability to present insights clearly to both technical and non-technical audiences.
- Self-motivated, collaborative, and capable of managing multiple priorities while contributing to continuous improvement initiatives.
- Competitive annual salary ranging from CAD $43,200 to $80,300, based on experience, skills, and qualifications.
- Performance-based incentives and discretionary bonus opportunities, where applicable.
- Comprehensive health, life, and accident insurance coverage.
- Retirement savings program to support long-term financial wellbeing.
- Tuition reimbursement and professional development opportunities.
- Fully remote work opportunity within Canada, offering flexibility and work-life balance.
- Access to training, mentorship, and career growth opportunities within a collaborative and supportive environment.
