TIAA

Senior Associate, Wealth Client Services

TIAA

full-time

Posted on:

Location Type: Hybrid

Location: Chicago • Illinois • United States

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Job Level

Senior

About the role

  • Coordinate client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners
  • Manage account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
  • Ensure ongoing client contractual obligations are being met
  • Fulfill ad-hoc client inquiries and requests
  • Facilitate and oversee client cash flow requests to ensure proper handling
  • Manage client communications to ensure timely and proactive updates are provided
  • Proactively anticipate client needs and develop 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 and attending meetings to address servicing items
  • Responsibility for identifying, communicating and resolving problems for any issues affecting the client experience
  • Participating in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
  • Help with the preparation of reports and other materials for client meetings and attend meetings as needed
  • Provide quality control for client reports and requests to ensure accuracy and completeness
  • Help investigate and address client inquiries by evaluating client-specific circumstances and collaborating across departments to formulate a response

Requirements

  • 2+ Years Required; 3+ Years Preferred
  • University (Degree) Preferred
  • FINRA Registrations
Benefits
  • Superior retirement program
  • Highly competitive health, wellness and work life offerings
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
client communicationproblem solvingstrategic developmentclient serviceorganizational skillsproactive approachquality controlcollaboration
Certifications
FINRA Registrations