SS-Client Service Associate
TIAA, through its preferred 3rd party supplier, is seeking a Client Service Associate to support their Global Client Group. This role involves coordinating client transitions, managing client communications, and ensuring a high-quality client experience through various support activities.
Responsibilities
- Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners
- Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
- Assist team members to ensure ongoing client contractual obligations are being met
- Support the fulfillment of ad-hoc client inquiries and requests
- Facilitate and oversee client cash flow requests to ensure proper handling
- Help manage client communications to ensure timely and proactive updates are provided
- Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs
- Update and maintain client and authorized third party contact information via CRM application
- Support client meeting preparation by facilitating creation of materials
- Help identify, escalate and resolve problems for any issues affecting the client experience
- Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
- Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
- Supports the completion of due diligence and client questionnaires
Skills
- University (Degree) Preferred
- No Experience Required
- Physical Requirements: Sedentary Work
Benefits
- Hybrid Flex
- 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.
- The anticipated term of this engagement will be 11 months. This term could be extended based on company business needs.
- 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.
- 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.
- TIAA maintains a drug-free and smoke/free workplace.
Company Overview