Senior Associate

Trainee, Client Services
The Trainee, Client Services provides day-to-day client service and administrative support to plan sponsors and the back office operations, processing defined contribution and benefit plan transactions. Working under moderate supervision, this job is responsible for asset management operations processes pertinent to retirement plan processing, settlements and record maintenance.
Key Responsibilities and Duties

• Performs a variety of administrative tasks in support of retirement plan operations.
• Reconciles retirement plan accounts and ensures proper documentation.
• Assists in client account related issues and seeks optimal solutions to resolve customer concerns.
• Maintains reports for on-site and off-site storage for retirement plan systems.
• Ensures that an adequate supply of forms and storage space are available for use.
• Maintains records of data storage utilization, back-up and maintenance procedures, and recommends procedural improvements.
• Provides support to plan participants regarding various issues.

Educational Requirements

• High School Preferred

Work Experience

• No Experience Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
2IC

Related Skills

Accountability, Adaptability, Business Analysis, Business Process Understanding, Communication, Compliance, Data Preprocessing, Detail-Oriented, Nuveen Products/Services Acumen, Proposal Writing, Waterfall Project Management

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Company Overview

TIAA Global Capabilities 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 Global Capabilities 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, sexual 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]

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