ZipRecruiter

Log In

1

Manager Client Reporting Jobs (NOW HIRING)

TIAA

Sr Client Reporting Specialist

Minneapolis, MN · On-site

Senior Client Reporting Specialist The Senior Client Reporting Specialist partners with associates ... Manages inbound/outbound client communication (emails and phone calls) via the customer ...

BNY

CLO Client Reporting Specialist

Pittsburgh, PA · On-site

This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...

TIAA

Sr Client Reporting Specialist

Minneapolis, MN · Hybrid

Senior Client Reporting Specialist The Senior Client Reporting Specialist partners with associates ... Manages inbound/outbound client communication (emails and phone calls) via the customer ...

eTeam

Sr Client Reporting Specialist

Minneapolis, MN · On-site

Senior Client Reporting Specialist Location: Minneapolis, MN 55402 (On-Site) Duration: 3 Months ... Manages inbound/outbound client communication (emails and phone calls) via the customer ...

Hackajob

CLO Client Reporting Specialist

Houston, TX · On-site

This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...

Hackajob

CLO Client Reporting Specialist

Pittsburgh, PA · On-site

This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...

Invesco

Head of Client Reporting, Americas

Atlanta, GA · On-site

$133K/yr

By delivering the combined power of our distinctive investment management capabilities, we provide ... Employee stock purchase plan Your Role The Head of Client Reporting - Americas is a senior ...

Invesco

Head of Client Reporting, Americas

Houston, TX · Hybrid

$132K/yr

By delivering the combined power of our distinctive investment management capabilities, we provide ... Employee stock purchase plan Your Role The Head of Client Reporting - Americas is a senior ...

PIMCO

Head of Client Reporting Platform

Austin, TX · On-site

$137K/yr

PIMCO is a leading global asset management firm that helps millions of investors pursue their financial goals. The Head of Product for Client Reporting will establish the product vision and lead ...

Invesco

Head of Client Reporting, Americas

Atlanta, GA · Hybrid

$133K/yr

By delivering the combined power of our distinctive investment management capabilities, we provide ... Employee stock purchase plan Your Role The Head of Client Reporting - Americas is a senior ...

PIMCO

Head of Client Reporting Platform

Newport Beach, CA · On-site

$149K/yr

We are a leading global asset management firm with over 3,000 employees across 20 offices in 15 ... Role Overview PIMCO is pioneering the next-generation Client Reporting Platform-a cutting-edge ...

previous pagenext page

Showing results 21-40

All JobsFinance and Insurance JobsAccounting JobsAccounting Manager JobsManager Client Reporting Jobs

Manager Client Reporting information

See salary details

$65K

$135.8K

$150.5K

How much do manager client reporting jobs pay per year?

As of Sep 2, 2026, the average yearly pay for manager client reporting in the United States is $135,801.00, according to ZipRecruiter salary data. Most workers in this role earn between $139,000.00 and $139,000.00 per year, depending on experience, location, and employer.

What does a Manager Client Reporting do?

A Manager Client Reporting oversees the creation, review, and delivery of financial or performance reports to clients, ensuring accuracy and clarity. They coordinate with internal teams to gather data, analyze trends, and present findings in a way that meets client requirements and regulatory standards. This role often involves improving reporting processes, managing a team, and acting as a primary point of contact for clients regarding reporting matters. Their goal is to provide clients with timely, insightful information to support business decisions.

What are the key skills and qualifications needed to thrive as a Manager Client Reporting?

To thrive as a Manager Client Reporting, you need expertise in financial analysis, reporting, and data management, typically supported by a degree in finance, accounting, or a related field. Familiarity with reporting tools such as Excel, Power BI, Tableau, and financial systems like SAP or Oracle is essential, and professional certifications like CFA or CPA are advantageous. Strong attention to detail, communication, and leadership skills help manage teams and deliver clear, accurate reports to clients. These skills ensure that client deliverables are accurate, insightful, and timely, supporting client satisfaction and compliance with industry standards.

How does a Manager Client Reporting typically collaborate with internal teams to ensure accurate and timely delivery of client reports?

A Manager Client Reporting regularly works with teams such as operations, finance, IT, and client services to gather data, verify information, and resolve discrepancies before reports are delivered to clients. Effective communication and coordination are essential, as deadlines are often tight and data needs can be complex. The manager may lead meetings, clarify requirements, and implement process improvements to streamline reporting workflows. This cross-functional collaboration helps ensure that client reports meet quality standards and client expectations.

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

AspectManager Client ReportingClient Service Manager
Primary FocusPreparing and analyzing client reports, data accuracy, reporting processesManaging client relationships, service delivery, client satisfaction
Required SkillsData analysis, reporting tools, financial knowledgeCommunication, client management, problem-solving
Work EnvironmentFinance, banking, investment firmsFinancial services, consulting, asset management
CertificationsFinancial certifications (e.g., CFA, CPA) often preferredCustomer service or client management certifications beneficial

While both roles involve client interaction, Manager Client Reporting primarily focuses on data analysis and report preparation, whereas Client Service Managers emphasize maintaining strong client relationships and service quality. Understanding these differences helps in choosing the right career path or job search focus.

More about Manager Client Reporting jobs

What cities are hiring for Manager Client Reporting jobs?

Cities with the most Manager Client Reporting job openings:

What are the most commonly searched types of Client Reporting jobs?

The most popular types of Client Reporting jobs are:

What states have the most Manager Client Reporting jobs?

States with the most job openings for Manager Client Reporting jobs include:

What job categories do people searching Manager Client Reporting jobs look for?

The top searched job categories for Manager Client Reporting jobs are:

Manager Client Reporting jobs near you
Infographic showing various Manager Client Reporting job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $135,801 per year, or $65.3 per hour.

Sr Client Reporting Specialist

TIAA

Minneapolis, MN • On-site

Full-time

Re-posted yesterday

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:
2026-08-31
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.

What TIAA employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

TIAA logo

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

View All TIAA Jobs

Apply