Associate, Wealth Client Services

tiaa.jobs

Base: $48,000pyr - $65,300pyr; bonus/equity: perfo...
Client onboarding support
Account maintenance coordination
Client communications management
The Client Service Associate partners with associates across Global Client Group to service clients and distributors investing in or distributing the company's products

Job Summary

  • The Client Service Associate partners with associates across Global Client Group to service clients and distributors investing in or distributing the company's products.
  • The organization offers a comprehensive Total Rewards package including a superior retirement program and competitive health, wellness, and work life offerings.
  • The company fosters a collaborative in-office environment with a culture focused on client obsession, integrity, and shared purpose to deliver meaningful results.

Matching Summary

The Client Service Associate partners with associates across Global Client Group to service clients and distributors investing in or distributing the company's products.

Salary

Base: $48,000/yr - $65,300/yr; Bonus/Equity: Performance-linked incentive programs may be available; Benefits: Comprehensive Total Rewards including retirement and health offerings

Skills & Requirements

Must-have

  • Client onboarding support
  • Account maintenance coordination
  • Client communications management
  • Client reporting preparation
  • CRM application usage
  • Problem identification and resolution

Nice-to-have

  • Collaboration across teams
  • Strategic thinking
  • Continuous improvement mindset
  • Customer engagement
  • Relationship management
  • Adaptability

Key Requirements

  • University degree preferred
  • No experience required
  • Sedentary work
  • Equal Opportunity Employer

Work Rights

Not specified

Tailored Resume

Cover Letter