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Client Reporting Associate Jobs in Hudson, WI (NOW HIRING)

TIAA

Sr Client Reporting Specialist

Minneapolis, MN · On-site

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 ...

TIAA

Sr Client Reporting Specialist

Minneapolis, MN · Hybrid

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 ...

Marsden Services

Maintenance Supervisor

Saint Paul, MN · On-site

$30 - $35/hr

Essential Job Functions & Associate Tasks Maintenance Operations * Schedules, prioritizes, and ... Provides client reporting related to maintenance activities, project progress, and operational ...

Marsden Services

Maintenance Supervisor

Saint Paul, MN

$30 - $35/hr

Essential Job Functions & Associate Tasks Maintenance Operations * Schedules, prioritizes, and ... Provides client reporting related to maintenance activities, project progress, and operational ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Hudson, WI

Client Reporting Associate information

See Hudson, WI salary details

$11.4K

$70.8K

$144.7K

How much do client reporting associate jobs pay per year?

As of Jul 26, 2026, the average yearly pay for client reporting associate in Hudson, WI is $70,768.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,900.00 and $90,500.00 per year, depending on experience, location, and employer.

What does a Client Reporting Associate do?

A Client Reporting Associate is responsible for preparing, analyzing, and delivering regular reports to clients, typically in financial or investment firms. They ensure that clients receive accurate and timely information about their accounts, investments, or services. Their duties often include data collection, report generation, troubleshooting discrepancies, and responding to client inquiries. Strong attention to detail, analytical skills, and proficiency with reporting tools are crucial for this role.

What are some common challenges faced by Client Reporting Associates, and how are they typically addressed in the workplace?

Client Reporting Associates often encounter challenges such as managing tight deadlines for delivering accurate reports, adapting to evolving client requirements, and ensuring data integrity across multiple systems. To address these, teams typically implement robust quality control processes, use advanced reporting tools, and maintain clear communication channels with both internal teams and clients. Regular training and collaboration with portfolio managers, compliance, and IT teams also help associates stay updated on best practices and handle complex reporting needs efficiently.

What are the key skills and qualifications needed to thrive as a Client Reporting Associate, and why are they important?

To thrive as a Client Reporting Associate, you need strong analytical skills, attention to detail, and a background in finance or business, often supported by a relevant degree. Familiarity with reporting tools such as Microsoft Excel, data visualization platforms, and client relationship management (CRM) systems is typically required. Exceptional communication, problem-solving abilities, and time management help you deliver accurate reports and respond effectively to client inquiries. These skills are crucial for ensuring data integrity, meeting client expectations, and supporting informed decision-making.

What is the difference between Client Reporting Associate vs Client Service Associate?

AspectClient Reporting AssociateClient Service Associate
Required CredentialsBachelor's degree, familiarity with reporting toolsBachelor's degree, strong communication skills
Work EnvironmentData analysis, report preparation, client reportingClient communication, account management
Employer & Industry UsageFinancial services, asset managementBanking, financial institutions
Common Search & ComparisonFocus on reporting and data analysisFocus on client interaction and support

The main difference is that a Client Reporting Associate primarily handles preparing and analyzing client reports, while a Client Service Associate focuses on direct client communication and support. Both roles require strong communication skills and familiarity with financial data, but their daily tasks and focus areas differ.

What job categories do people searching Client Reporting Associate jobs in Hudson, WI look for? The top searched job categories for Client Reporting Associate jobs in Hudson, WI are:
What cities near Hudson, WI are hiring for Client Reporting Associate jobs? Cities near Hudson, WI with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Hudson, WI as of July 2026, with employment types broken down into 94% Full Time, and 6% Contract. Highlights an 100% In-person job distribution, with an average salary of $70,768 per year, or $34 per hour.
Sr Client Reporting Specialist

Sr Client Reporting Specialist

TIAA

Minneapolis, MN • On-site

Full-time

Posted 24 days ago

TIAA rating

9.1

Company rating: 9.1 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

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+ 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 various providers throughout the Firm
  • Build strong internal working relationships and communicate regularly about projects within Client Service and Marketing, Portfolio Administration and Compliance, as well as various departments within parent company Nuveen/TIAA when necessary
  • Maintain, update and produce contact lists for internal audiences from CRM system
  • Prepare reports and dashboards via CRM system
  • Assist in marketing and client service-related projects involving CRM analysis

Qualifications:
Required
  • Bachelor's degree from an accredited four-year university or college preferred, or equivalent work experience
  • Minimum six months to two years of experience in client service, operations, sales or portfolio management support

Desired
  • Experience in business-related disciplines such as marketing, finance or economics is preferred
  • Experience in a similar capacity within a leading asset management organization and/or investment industry is preferred
  • Strong attention to detail and problem-solving skills
  • Strong oral, written and visual communication skills
  • Self-starter that can work both independently and collaboratively with teams
  • Ability to prioritize and manage multiple projects independently and simultaneously, meet deadlines and adapt to changing priorities and timelines
  • Understanding of analytics and markets/economy is preferred
  • Proficiency in Adobe Creative Suite (InDesign, Photoshop, Illustrator, Creative Cloud), Microsoft Office (Word, Excel, PowerPoint, Outlook) and other collaboration sites.
  • CRM system software knowledge a plus (Salesforce)

Related Skills
Accountability, Analytical Skills, Business Process Improvement, Collaboration, Continuous Improvement Mindset, Data Management, Detail-Oriented, Prioritizes Effectively, Problem Solving, Quality Management, Resourcefulness
Start Date: 10-Aug-2026
End Date: 30-Oct-2026
Travel Required: No
Anticipated Posting End Date:
2026-08-10
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.

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About TIAA

Sourced by ZipRecruiter

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1918

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