Job Description
Specialist, Client Services
The Client Services, Specialist participates in providing operational services to retirement clients. Working under general supervision, this job is responsible for preparing reports and analysis related to the investment and management of capital on behalf of clients and/or the organization itself.
Key Responsibilities and Duties
• Analyzes fund performance data and resolves administrative problems.
• Researches analytics data and follows up with other functional departments to answer ad-hoc client queries on a wide variety of investment, operational, compliance and regulatory topics.
• Liaises with fund managers in developing and oversees the implementation of support strategies to service existing clients.
• Prepares and delivers weekly, monthly and quarterly valuation reports to clients.
• Certifies that all individual trades and accounts have been reviewed and verified.
• Works closely with managers and develops solid relationships with clients.
Educational Requirements
• University (Degree) Preferred
Work Experience
• 2+ Years Required; 3+ Years Preferred
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
6IC
Related Skills
Adaptability, Communication, Continuous Improvement Mindset, Customer Engagement, Data Analysis, Data-Based Decision Making, Detail Oriented, Financial Risk Management, Relationship Management, Technology Systems, TIAA Products/Services Acumen, Transaction Processing
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Company Overview
TIAA GBS India was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA GBS India is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.
Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, ****** orientation, gender identity, or any other protected status.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: [email protected]
The Client Services, Specialist participates in providing operational services to retirement clients. Working under general supervision, this job is responsible for preparing reports and analysis related to the investment and management of capital on behalf of clients and/or the organization itself.
Key Responsibilities and Duties
• Analyzes fund performance data and resolves administrative problems.
• Researches analytics data and follows up with other functional departments to answer ad-hoc client queries on a wide variety of investment, operational, compliance and regulatory topics.
• Liaises with fund managers in developing and oversees the implementation of support strategies to service existing clients.
• Prepares and delivers weekly, monthly and quarterly valuation reports to clients.
• Certifies that all individual trades and accounts have been reviewed and verified.
• Works closely with managers and develops solid relationships with clients.
Educational Requirements
• University (Degree) Preferred
Work Experience
• 2+ Years Required; 3+ Years Preferred
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
6IC
Related Skills
Adaptability, Communication, Continuous Improvement Mindset, Customer Engagement, Data Analysis, Data-Based Decision Making, Detail Oriented, Financial Risk Management, Relationship Management, Technology Systems, TIAA Products/Services Acumen, Transaction Processing
_____________________________________________________________________________________________________
Company Overview
TIAA GBS India was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA GBS India is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.
Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, ****** orientation, gender identity, or any other protected status.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: [email protected]
💡 Quick Summary
Seeking a career-building opportunity? The Associate Client Services position is now open for candidates interested in the Remote Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Remote Jobs is a plus.
