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Sr Client Reporting Specialist
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Nuveen Services LLC
Minneapolis, MN (In Person)
$79,955 Salary, Full-Time
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Job Description
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. 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+