{"id":374616,"url":"https://alion.io/job/tiaa-associate-client-services","title":"Associate - Client Services","company":{"id":8701,"name":"TIAA","domain":"tiaa.org","url":"https://alion.io/company/tiaa","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":93,"open_postings":59,"ghost_share":0.034,"stale_share":0.288,"repost_share":0.186,"time_to_fill_p50_days":17,"computed_at":"2026-10-27T05:46:45Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Pune, India"],"countries":["IN"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-08-18T00:00:00Z","employer_posted_date":"2026-08-18","last_verified_at":"2026-10-27T18:17:04Z","board_verified":true,"closed_at":null,"days_open":70,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":70},"description":"Sr Client Service Associate IThe Senior Client Service Associate I partners with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients investing in the company's products. Under general supervision, the role frequently communicates with clients and focuses on onboarding new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.\nKey Responsibilities and Duties\nManages inbound/outbound client communication (emails and phone calls) via the client relationship management system.\nWorks with internal business partners to gather and personalize documents for client onboarding. \nHelps with the preparation of reports and other materials for client meetings and attend meetings as needed.\nGenerates a large volume of custom quarterly reports to clients, consultants and service providers. \nProvides quality control for client reports and requests to ensure accuracy and completeness.\nCompletes due diligence and client questionnaires.\nProvides database maintenance and compilation of business metrics.\nInvestigates and addresses client inquiries by evaluating client-specific circumstances and collaborating across departments to formulate response and communicate findings to the relationship manager. \nServes as point of escalation for complex issues involving client experience.\n Educational RequirementsUniversity (Degree) Preferred\nWork Experience2+ Years Required; 3+ Years Preferred\nPhysical RequirementsPhysical Requirements: Sedentary Work\nCareer Level\n6IC\nRelated SkillsAccountability, Adaptability, Collaboration, Communication, Continuous Improvement Mindset, Customer Engagement, Detail-Oriented, Group Problem Solving, Prioritizes Effectively, Relationship Management, Resourcefulness, Strategic Thinking_____________________________________________________________________________________________________\nCompany Overview\nTIAA 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.\nWorking 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.\nWe are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.\nOur Culture of Impact\nAt TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.\nAccessibility Support\nTIAA 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.\nIf 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:\nPhone: (800) 842-2755\nEmail: \nPrivacy Notices\nFor Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.\nFor Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.\nFor Applicants of TIAA Global Capabilities, click here.\nFor Applicants of Nuveen residing in Europe and APAC, please click 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