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 ...
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 ...
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 ...
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 ...
Client Reporting Specialist
Seattle, WA · On-site
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 ...
Client Reporting Specialist
Seattle, WA · On-site
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 ...
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 ...
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 ...
Client Reporting Specialist
Columbus, OH · On-site
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 ...
Client Reporting Specialist
Columbus, OH · On-site
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Senior Client Reporting Specialist
Minneapolis, MN · On-site
$36.44 - $38.44/hr
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 ...
Senior Client Reporting Specialist
Minneapolis, MN · On-site
$36.44 - $38.44/hr
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 ...
Senior Associate, CLO Client Reporting We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located ...
Senior Associate, CLO Client Reporting We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located ...
Client Reporting Specialist * Review client-facing reporting (flash reports, quarterly statements) prior to distribution, checking for accuracy and completeness across reporting cadences * Validate ...
Client Reporting Specialist * Review client-facing reporting (flash reports, quarterly statements) prior to distribution, checking for accuracy and completeness across reporting cadences * Validate ...
Senior Associate, CLO Client Reporting We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located ...
Senior Associate, CLO Client Reporting We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located ...
We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located in Houston, TX or Pittsburgh, PA
We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located in Houston, TX or Pittsburgh, PA
We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located in Houston, TX or Pittsburgh, PA
We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located in Houston, TX or Pittsburgh, PA
We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located in Houston, TX or Pittsburgh, PA
We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located in Houston, TX or Pittsburgh, PA
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 ...
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 ...
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 ...
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 ...
Health Plans Reporting Specialist I (Remote)
$20 - $21/hr
Health Plans Reporting Specialist I (Remote) Fully Remote • Allied Benefit Systems Overview Salary Range $20.00 - $21.00 Hourly Position Type Full Time Category Sales & Client Executive & Revenue ...
New
Health Plans Reporting Specialist I (Remote)
$20 - $21/hr
Health Plans Reporting Specialist I (Remote) Fully Remote • Allied Benefit Systems Overview Salary Range $20.00 - $21.00 Hourly Position Type Full Time Category Sales & Client Executive & Revenue ...
New
Reporting Specialist - Entry Level
Sanford, FL · On-site
$11 - $12/hr
They will also perform a quality check of the data to insure client requests are completed in a timely and accurate manner. The Reporting Specialist may also be responsible for examining databases ...
Reporting Specialist - Entry Level
Sanford, FL · On-site
$11 - $12/hr
They will also perform a quality check of the data to insure client requests are completed in a timely and accurate manner. The Reporting Specialist may also be responsible for examining databases ...
What You'll Be Doing The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel ...
What You'll Be Doing The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel ...
Client Reporting Specialist information
See salary details
$13.70 - $18.36
11% of jobs
$21.40 is the 25th percentile. Wages below this are outliers.
$18.36 - $23.01
22% of jobs
The median wage is $26.35 / hr.
$23.01 - $27.67
24% of jobs
$27.67 - $32.32
15% of jobs
$33.48 is the 75th percentile. Wages above this are outliers.
$32.32 - $36.98
14% of jobs
$36.98 - $41.63
4% of jobs
$41.63 - $46.28
3% of jobs
$46.28 - $50.94
2% of jobs
$50.94 - $55.59
4% of jobs
$55.59 - $60.25
1% of jobs
$60.25 - $64.90
0% of jobs
$13
$31
$64
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Job description
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