Investments Solutions Associate
TIAA is a global investment leader managing public and private assets for clients worldwide. The Investments Solutions Associate role focuses on servicing clients and distributors, supporting the onboarding of new client accounts, and collaborating with teams to enhance the client experience.
Responsibilities
- 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
Skills
- University (Degree) Preferred
- No Experience Required
- Physical Requirements: Sedentary Work
- Previous work experience
- Strong attention to detail
- Able to run with processes effectively after initial guidance is provided
- Inherent sense of curiosity
Benefits
- Participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans)
- A comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones
- Superior retirement program
- Highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being
- 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
Company Overview