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Client Service Associate at TIAA - ApplyBlast

Client Service Associate

TIAA

5 months ago

3.6 on Glassdoor

Chicago, IL

Onsite

Full Time

Junior

0 applicants

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About this role

The Client Service Associate supports Institutional and High Net Worth clients and Distributors by managing onboarding, account maintenance, and reporting within the Global Client Group. This role collaborates with business partners to ensure client needs are met throughout the lifecycle, focusing on proactive communication and operational efficiency.

Responsibilities

Coordinate client transitions including onboarding and offboarding activities
Support account maintenance and update client contact information in CRM
Assist team members in fulfilling ad-hoc client inquiries and requests
Facilitate cash flow requests and prepare weekly to quarterly client reports
Anticipate client needs and help develop strategies to exceed expectations

Skills

Qualifications

University Degree Preferred

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

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At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.