Client Service Associate

Client Service Associate

The Client Servicing Analyst will be responsible for interaction with onshore counterparts (internal business partners) throughout the Public/Private client life cycle, and partnering with various stakeholders including Product, Relationship Managers, Marketing, Compliance, Legal to deliver a distinctive client experience. He/she will work with business partners to gather and personalize documents for client onboarding process as well as perform administrative/reporting support for servicing teams. The Analyst will be accountable to complete the request as per the timelines with 100% accuracy and in a highly professional manner by managing inbound/outbound communication. The Analyst must have the ability to identify and resolve issues timely and efficiently and work independently with minimal supervision in a fast paced environment.

Key Responsibilities and Duties

• Develop in-depth expertise of the process being handled and continuously focus on improving the process to enhance client experience and bring efficiencies.
• Partnering with cross functional teams to maintain and improve the onboarding process as well as enhancing client servicing related activities.
• Assessment and enhancement of workflows and processes to ensure efficiency and consistency.
• Database maintenance and compilation of business metrics.
• Conduct other adhoc and special projects as required.

Educational Requirements

• University (Degree) Preferred

Work Experience

• No Experience Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
5IC

Related SkillsAccountability, Adaptability, Collaboration, Communication, Continuous Improvement Mindset, Customer Engagement, Detail-Oriented, Group Problem Solving, Prioritizes Effectively, Relationship Management, Resourcefulness, Strategic Thinking

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Company Overview

TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.

 
Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.

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 Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

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

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.

Experience Level

Mid Level