Hybrid Client Reporting Specialist — Precision & Delivery

Allspring Global Investments; Milwaukee (WI); Hybrid; USD 75,000 - 100,000; Full time

Job summary

Allspring Global Investments is seeking a Client Reporting Associate to support quality control, service management, and reporting intake for institutional clients. The role emphasizes adherence to governance, risk controls, and cross-functional collaboration, with in-office work four days a week in Milwaukee, WI or Charlotte, NC.

The ideal candidate holds a Finance/Business/Economics degree (or equivalent experience) with 3–5 years in client reporting or related functions, strong attention to

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field, or equivalent relevant experience.
• 3-5 years of experience in institutional client reporting, investment operations, performance reporting, asset management operations, or a related financial services function.
• Working knowledge of institutional client reporting and common client deliverables, including performance, holdings, benchmark, and investment data reporting.
• Demonstrated experience supporting quality control, service intake, workflow management, governance, or operational controls in a deadline-driven environment.
• Exceptional attention to detail, accuracy, organization, and follow-through, with the ability to manage multiple priorities and recurring deadlines.
• Strong interpersonal and relationship-management skills, with the ability to build productive partnerships across teams and engage professionally with clients.
• Excellent written and verbal communication skills, including confidence corresponding directly with institutional clients and senior internal stakeholders.
• Proficiency with Microsoft Office applications, particularly Excel, Word, Outlook, and Teams.

Responsibilities

• Support Client Reporting intake, quality control, and service delivery coordination while contributing to a culture of accountability, collaboration, and service excellence.
• Perform detailed reviews of high-risk, customized, or complex client reports to confirm compliance with client requirements, internal policies, governance standards, and operational controls.
• Apply established quality review procedures, validation controls, checklists, and approval standards across recurring reporting.
• Maintain service queues, reporting calendars, service expectations, and workload information to support timely delivery and appropriate escalation.
• Partner with stakeholders to clarify requirements, manage expectations, resolve routine service matters, and align deliverables with client needs.
• Ensure new, customized, or exception-based reporting requests and process changes are documented, assessed, approved through appropriate governance channels, and operationally sustainable.
• Contribute to continuous improvement efforts that strengthen service quality, operational discipline, efficiency, governance, and the client experience.

Skills

Interpersonal skills

Communication skills

Attention to detail

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Tools

Microsoft Office Suite (Excel, Word, Outlook, Teams)

Salesforce

Job description

Allspring Global Investments is seeking a Client Reporting Associate to support quality control, service management, and reporting intake for institutional clients. The role emphasizes adherence to governance, risk controls, and cross-functional collaboration, with in-office work four days a week in Milwaukee, WI or Charlotte, NC.

The ideal candidate holds a Finance/Business/Economics degree (or equivalent experience) with 3–5 years in client reporting or related functions, strong attention to