The Client Service Associate assists in producing and delivering periodic investment reports to clients by collecting and documenting report requirements from various internal departments and supporting the creation and management of new report templates
Job Summary
The Client Service Associate assists in producing and delivering periodic investment reports to clients by collecting and documenting report requirements from various internal departments and supporting the creation and management of new report templates.
This job will also partner closely with teams in product, distribution, operations, technology, shareholder services and others to build the client servicing capabilities required to deliver an outstanding client experience.
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.
Matching Summary
The Client Service Associate assists in producing and delivering periodic investment reports to clients by collecting and documenting report requirements from various internal departments and supporting the creation and management of new report templates.