CW-SS-Client Service Associate

New York City, NY - USA

Monthly Salary: Not Disclosed

Posted on: 26 days ago

Vacancies: 1 Vacancy

Job Summary

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

Educational Requirements

University (Degree) Preferred

Work Experience

No Experience Required

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
5IC

Start Date: 15-Oct-2025

End Date: 15-Oct-2026

Travel Required: Yes

Anticipated Posting End Date:

Base Pay Range: $28.85/hr - $40.08/hr

Actual 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.

Our full EEO & Non-Discrimination statement is on our careers home page and you can read more about your rights and view government notices here.

Accessibility Support

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Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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Required Experience: