Sr Client Reporting Specialist

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+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
6IC

As the Client Reporting Associate, you will be a key member of the Client Service and Reporting Team providing the necessary support to achieve all aspects related to client service excellence. Your role is highly focused on the execution of client reporting, produced timely and accurately and assists in materials production. The Client Reporting Associate supports members of the client engagement team and reports to the Senior Client Reporting Specialist.

Responsibilities:

• Responsible for reporting and client engagement team support with a high level of verbal and written communication skills and high attention to detail and accuracy
• Stay current with knowledge of automation systems and processes, performance reporting trends, technologies and best practices
• Explore new approaches to increase efficiency and improve processes without sacrificing quality
• Prepare ad hoc reports and assist in the completion of reporting projects, as assigned
• Assist in task management regarding projects requiring participation by multiple people
• Assist in preparation and execution of monthly client reporting requirements with attention to accuracy and timeliness
• Prepare and execute quarterly client reporting decks, factsheets and versions/variations with consistency, creativity, accuracy and expediency
• Work with parent company and partners on other branded versions of all decks/materials
• Provide proofreading support and data quality control during quarter-end update cycles and as requested
• Support record retention of all client communications and marketing materials according to business practice
• Ensure all materials adhere to established design and data integrity standards
• Prepare meeting materials including customization, printing, binding and shipping
• Provide administrative support to client engagement team and act as backup for client requests and inquiries
• Solicit or procure background data for questionnaires and other client reporting from portfolio accounting systems and external databases
• Develop expertise in Winslow Capital’s strategies and their investment vehicles as well as data and the process for accessing data from va