{"id":374595,"url":"https://alion.io/job/tiaa-associate-specialist-client-services","title":"Associate - Specialist 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":96,"open_postings":56,"ghost_share":0.054,"stale_share":0.143,"repost_share":0.161,"time_to_fill_p50_days":17,"computed_at":"2026-10-08T05:49:30Z"}},"role":"Operations","role_family":"Operations","seniority":null,"employment_type":"full_time","work_mode":"on_site","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":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-08-25T00:00:00Z","employer_posted_date":"2026-09-11","last_verified_at":"2026-10-09T01:22:16Z","board_verified":true,"closed_at":null,"days_open":45,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":44},"description":"Specialist, Client ServicesThe Client Services, Specialist provides advice and services to retirement clients. Working independently under limited supervision, this job is responsible for reviewing reports and analysis related to the investment and management of capital on behalf of clients and/or the organization itself. This includes related positions found within advisory firms, hedge funds, private equity firms, banks, insurance companies, real estate firms, and asset consultants.\nKey Responsibilities and Duties\nEvaluates fund performance data and resolves administrative problems.\nResearches analytics data and follows up with other functional departments to answer ad-hoc retirement client queries on a wide variety of investment, operational, compliance and regulatory topics.\nOversees the implementation of support strategies to best serve existing clients.\nAudits weekly, monthly and quarterly valuation reports delivered to clients.\nAuthorizes that all individual trades and accounts have been reviewed and verified.\nWorks closely on escalated cases to maintain solid relationships with retirement clients.\nCoaches and mentors the work of lower level retirement professionals.\n Educational RequirementsUniversity (Degree) Preferred\nWork Experience3+ Years Required; 5+ Years Preferred\nPhysical RequirementsPhysical Requirements: Sedentary Work\nCareer Level\n7IC\nJob Description: The Senior Trust Operations Analyst contributes to the implementation and maintenance of operational controls for trust activities. Under minimal supervision, this job utilizes knowledge and understanding of trust laws and regulations with a focus on transactional reviews, account and asset reconciliations, record keeping and tax and portfolio accounting functions.\nKey Responsibilities and Duties\nReviews the set-up, implementation and administration of trusts and estates regarding their operational tasks and duties.\nDevelops account and asset reconciliations and focuses on transactional reviews to ensure there is an overall alignment within the processes.\nPrepares tax procedures and recommends processes enhancements for high-net-worth clients with complicated and unique tax law changes at the federal and state levels.\nInterprets operational trust documents or agreements to ensure accurate reporting and compliance of organizational practices and procedures.\nReview operational controls, ensuring needs are met and fulfilled.\nUnderstands and reviews the input and maintenance of data in accounting systems and report generation, while coordinating the processing of dividends and disbursements.\nIdentifies operational internal issues that could impact or affect reporting, recommends solutions to mitigate identified concerns and contributes to the resolution process.\nEducational Requirements: Bachelor’s degree in finance, Accounting, Business, or related field.\nWork Experience:\n10-12 years of trust administration or fiduciary services experience\nKnowledge of trust taxation and accounting principles\nProficiency in trust administration systems and advanced Excel\nExcellent analytical skills and attention to detail\nPreferred\nExperience with trust administration platforms (SEI, Fiserv)\nProcess improvement experience (Lean, Six Sigma)\nRelated SkillsAdaptability, Communication, Continuous Improvement Mindset, Customer Engagement, Data Analysis, Data-Based Decision Making, Detail-Oriented, Financial Risk Management, Relationship Management, Technology Systems, TIAA Products/Services Acumen, Transaction Processing_____________________________________________________________________________________________________\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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