Sr Client Reporting Specialist

TIAA • Minneapolis, MN

10h • Hybrid

About The Position

This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results. This role will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting. The anticipated term of this engagement will be 2 months. This term could be extended based on company business needs. Senior Client Reporting Specialist The Senior Client Reporting Specialist partners with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients investing in the company's products. Under general supervision, the role frequently communicates with clients and focuses on onboarding new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.

Requirements

• 2+ Years Required
• University (Degree) Preferred

Nice To Haves

• 3+ Years Preferred

Responsibilities

• Manages inbound/outbound client communication (emails and phone calls) via the customer relationship management system.
• Works with internal business partners to gather and personalize documents for client onboarding.
• Helps with the preparation of reports and other materials for client meetings and attend meetings as needed.
• Generates a large volume of custom quarterly reports to clients, consultants and service providers.
• Provides quality control for client reports and requests to ensure accuracy and completeness.
• Completes due diligence and client questionnaires.
• Provides database maintenance and compilation of business metrics.
• Investigates and addresses client inquiries by evaluating client-specific circumstances and collaborating across departments to formulate response and communicate findings to the relationship manager.
• Serves as point of escalation for complex issues involving client experience.

Benefits

• We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
• TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
• TIAA maintains a drug-free and smoke/free workplace.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level