Client Service Associate

TIAA

Client Service Associate working with Global Client Group to onboard and service clients effectively. Coordinating client transitions and account maintenance with a focus on communication and support.

Posted 5/21/2026full-timeNew York City • New York • 🇺🇸 United StatesJuniorMid-Level💰 $48,000 - $65,300 per yearWebsite

About the role

Key responsibilities & impact

Assist in the coordination of client transitions activity (i.e. onboarding, off boarding)
Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
Help manage client communications to ensure timely and proactive updates are provided
Participate in relevant projects across the department

Requirements

What you’ll need

University (Degree) Preferred
No Experience Required

Benefits

Comp & perks

Comprehensive Total Rewards package
Health insurance
Retirement program
Highly competitive health, wellness and work life offerings

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

coordinationclient communicationtimelinessproactivity