Investments Solutions Associate

TIAA

Client Service Associate supporting onboarding and servicing of institutional and high net worth clients. Collaborates with internal teams to deliver an outstanding client experience in financial services.

Posted 6/14/2026full-timeChicago • Illinois, 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.)
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

Requirements

What you’ll need

University (Degree) Preferred
Previous work experience
Strong attention to detail
Able to run with processes effectively after initial guidance is provided
Inherent sense of curiosity

Benefits

Comp & perks

Comprehensive Total Rewards package
Superior 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

attention to detailclient communicationproblem solvingproactive approachteam collaborationstrategic developmentoperational efficiencyclient servicecuriosity

Certifications

University Degree