Sr Client Reporting Specialist

About the role

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.

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.
• 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.

Requirements

• University (Degree) Preferred
• 2+ Years Work Experience Required; 3+ Years Preferred

Qualifications

• Accountability
• Analytical Skills
• Business Process Improvement
• Collaboration
• Continuous Improvement Mindset
• Data Management
• Detail-Oriented
• Prioritizes Effectively
• Problem Solving
• Quality Management
• Resourcefulness

Skills

• Client Communication
• Report Generation
• Database Maintenance
• Client Service
• Collaboration
• Problem Solving

Benefits

Not specified

Pay

Base Pay Range: $33.61/hr - $43.27/hr

Schedule

Not specified