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Client Reporting Specialist Jobs (NOW HIRING)

eTeam

Sr Client Reporting Specialist

Minneapolis, MN · On-site

Senior Client Reporting Specialist Location: Minneapolis, MN 55402 (On-Site) Duration: 3 Months+ (Possible Extension) The Senior Client Reporting Specialist partners with associates in Distribution ...

Ci

Client Reporting Specialist

Seattle, WA · On-site

$70K - $100K/yr

Provide client reporting support to Wealth Advisors and Client Service Specialists. * Client Reporting data management . Operate reporting data workflows and feeds underlying client reports, in close ...

Ci

Client Reporting Specialist

Columbus, OH · On-site

$70K - $100K/yr

Provide client reporting support to Wealth Advisors and Client Service Specialists. * Client Reporting data management . Operate reporting data workflows and feeds underlying client reports, in close ...

MTM, Inc.

Reporting Specialist

Middleton, WI · On-site

$29.49/hr

The Reporting Specialist should be able to deliver excellent customer service through the timely and accurate delivery of Client reports and coordinating with other departments to resolve Client ...

MTM

Reporting Specialist

Middleton, WI · Hybrid

$29.49/hr

The Reporting Specialist should be able to deliver excellent customer service through the timely and accurate delivery of Client reports and coordinating with other departments to resolve Client ...

Conservice

Reporting Specialist

River Heights, UT

The Reporting Specialists combine reports after gathering usage data from utility bills to determine the efficiency of our client's buildings. They analyze bills and coordinate with utility companies ...

Conservice

Reporting Specialist

Logan, UT · On-site

The Reporting Specialists combine reports after gathering usage data from utility bills to determine the efficiency of our client's buildings. They analyze bills and coordinate with utility companies ...

I3infotek

Regulatory Reporting Specialist

Mason, OH · On-site

$44 - $45/wk

Mason, OH 45040 (Onsite Tue-Thu) 6 Months Contract (Potential Extension) Position Overview Client is seeking a Regulatory Reporting Specialist to support the timely and accurate delivery of scheduled ...

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How much do client reporting specialist jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for client reporting specialist in the United States is $31.27, according to ZipRecruiter salary data. Most workers in this role earn between $21.15 and $35.82 per hour, depending on experience, location, and employer.

What is a client reporting specialist?

A client reporting specialist is responsible for preparing and delivering accurate reports to clients, often using data analysis tools and software such as Excel or business intelligence platforms. They ensure that clients receive clear, timely information about their accounts or investments, supporting decision-making and maintaining client relationships.
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Client Reporting Specialist jobs near you
Infographic showing various Client Reporting Specialist job openings in the United States as of September 2026, with employment types broken down into 87% Full Time, 8% Part Time, and 5% Contract. Highlights an 62% Physical, 3% Hybrid, and 35% Remote job distribution, with an average salary of $65,038 per year, or $31.3 per hour.

Sr Client Reporting Specialist

Minneapolis, MN • On-site

eTeam
See more jobs at eTeamexternal

Other

Re-posted 13 days ago

Job description

Job Title: Senior Client Reporting Specialist
Location: Minneapolis, MN 55402 (On-Site)
Duration: 3 Months+ (Possible Extension)
Job Description:
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
Related Skills
Accountability, Analytical Skills, Business Process Improvement, Collaboration, Continuous Improvement Mindset, Data Management, Detail-Oriented, Prioritizes Effectively, Problem Solving, Quality Management, Resourcefulness

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