CW-Sr Client Service Associate
CW-Sr Client Service Associate
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
This is a Non-Employee Contingent Worker Role providing services for TIAAs family of companies and will be employed by TIAAs preferred 3rd Party Supplier. As a Non-Employee CW perform a variety of moderately complex business planning support and project-related an exceptional standard of quality and holds themselves accountable to achieving excellent results.
This role will sit onsite likely in a hybrid capacity at the location(s) listed in this posting.
The anticipated term of this engagement will be 12 months. This term could be extended based on company business needs.The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in or distributing the companys products. Under supervision the role communicates with clients and focuses on supporting the onboarding of new client accounts delivering reports to clients and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.
Key Responsibilities and Duties
- 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
- University (Degree) Preferred
- No Experience Required
- Physical Requirements: Sedentary Work
Career Level
5IC
Direct Indexing Experience a plus
Start Date: 23-Jun-2025End Date: 01-Jul-2026Travel Required: NoAnticipated Posting End Date:
Base Pay Range: $30.91/hr - $49.52/hrActual base salary may vary based upon but not limited to relevant experience time in role base salary of internal peers prior performance business sector and geographic location.
Equal Opportunity
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.
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Required Experience:
Senior IC
Employment Type
Full-Time
