ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

SS-Client Service Associate at TIAA - ApplyBlast

SS-Client Service Associate

TIAA

4 months ago

3.6 on Glassdoor

Chicago, IL

Hybrid

Full Time

Junior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

A Non-Employee Contingent Worker handles moderately complex business planning, support, and project-related duties for TIAA. The Client Service Associate supports Institutional and High Net Worth clients or Distributors by managing onboarding, account maintenance, contractual obligations, and client communications. This role requires collaborating across enterprise teams to ensure an outstanding client experience while meeting strict quality standards.

Responsibilities

Coordinate client transitions including onboarding and offboarding activities
Support account maintenance such as fee schedules and client agreements
Ensure ongoing fulfillment of client contractual obligations
Facilitate cash flow requests and update client contact information
Prepare and deliver weekly, monthly, and quarterly client reports

Skills

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

View Profile

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