Trainee, Client Services

6 months ago

Pune, India TIAA Full time

Analyst, Client Services

The Client Services, Analyst leads the day-to-day client service and administrative support to plan sponsors and the back office operations, processing defined contribution and benefit plan transactions. While leading daily administrative operations, this job is responsible for asset management operations processes pertinent to retirement plan processing, settlements and record maintenance.

Key Responsibilities and Duties
- Manages and increases the effectiveness and efficiency of support services for retirement plan operations.
- Leads the reconciliation of retirement plan accounts and ensures proper documentation.
- Resolves complex account related issues and implements process changes to prevent reoccurring issues.
- Communicates storage levels with management for on-site and off-site storage for retirement plan systems.
- Interprets and implements company policies and procedures, and ensures compliance by preparing related reports and audits.
- Coordinates communication between support and business functions.
- Engages with plan participants and delivers support regarding various issues.

Educational Requirements
- Vocational and/or Technical Education Preferred

Work Experience
- 3+ Years Required; 5+ Years Preferred

Physical Requirements
- Physical Requirements: Sedentary Work

Career Level

4IC

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

Adaptability, 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

___________________________________________________

Company Overview

TIAA GBS India 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 GBS India 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

Phone: (800) 842-2755

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