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Sr Client Reporting Specialist – Hybrid role in Minneapolis, MN with 2‑month contract; focus on client onboarding, reporting, and quality control.
Work with TIAA's Distribution & Relationship Management teams to deliver high‑quality reports and support institutional clients.
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.
Key Responsibilities and Duties
- 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.
Educational Requirements
University (Degree) Preferred
Work Experience
2+ Years Required; 3+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
6IC
Related Skills
- Analytical Skills
- Business Process Improvement
- Colaboración
- Continuous Improvement Mindset
- Gestión de calidad
- Gestión de datos
- Ingenio
- Orientado al detalle
- Prioritizes Effectively
- Rendición de cuentas
- Resolución de problemas
Start Date: 10-Aug-2026
End Date: 30-Oct-2026
Travel Required: No
Anticipated Posting End Date: 2026-07-22
Base Pay Range: $33.61/hr - $43.27/hr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.
Equal Opportunity 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. Our full EEO & Non-Discrimination statement is on our careers home page , and you can read more about your rights and view government notices here . Accessibility Support 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. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here . For Applicants of TIAA Global Capabilities, click here . For Applicants of Nuveen residing in Europe and APAC, please click here .