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Sr Client Reporting Specialist at TIAA - ApplyBlast

Sr Client Reporting Specialist

TIAA

5 months ago

3.6 on Glassdoor

Minneapolis, MN

Hybrid

Full Time

Senior

0 applicants

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About this role

This is a contingent worker role where a Senior Client Reporting Specialist supports institutional and high net worth clients for TIAA. The position involves managing client communications, preparing personalized onboarding materials, generating custom quarterly reports, and maintaining business metrics under general supervision. It requires a two-month engagement with the possibility of extension.

Responsibilities

Manage inbound and outbound client communication channels
Prepare personalized documents for client onboarding processes
Generate custom quarterly reports for clients and consultants
Maintain databases and compile business performance metrics
Address complex client inquiries through cross-functional collaboration

Skills

Qualifications

Bachelor's Degree

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

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At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.