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Client Service Associate at TIAA - ApplyBlast

Client Service Associate

TIAA

3 months ago

3.6 on Glassdoor

New York, NY, USA

Onsite

Full Time

Junior

0 applicants

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About this role

The Client Service Associate supports institutional and high net worth clients throughout their lifecycle at Nuveen, a global investment leader under TIAA. Under supervision, the role focuses on onboarding new accounts, delivering client reports, managing cash flow requests, and ensuring contractual obligations are met. This position collaborates across the enterprise to deliver an outstanding client experience and proactively anticipate client needs.

Responsibilities

Coordinate client transitions including onboarding and offboarding activities
Support coordination of account maintenance activities and fee schedules
Facilitate and oversee client cash flow requests ensuring proper handling
Prepare and deliver weekly, monthly, and quarterly client reports
Identify, escalate, and resolve problems affecting the client experience

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.