Associate- Tfs Client Services

Specialist - TFS Client Services

The Client Services, Specialist participates in providing operational services to retirement clients. Working under general supervision, this job is responsible for preparing reports and analysis related to the investment and management of capital on behalf of clients and/or the organization itself.

Key Responsibilities and Duties
- Analyzes fund performance data and resolves administrative problems.
- Researches analytics data and follows up with other functional departments to answer ad-hoc client queries on a wide variety of investment, operational, compliance and regulatory topics.
- Liaises with fund managers in developing and oversees the implementation of support strategies to service existing clients.
- Prepares and delivers weekly, monthly and quarterly valuation reports to clients.
- Certifies that all individual trades and accounts have been reviewed and verified.
- Works closely with managers and develops solid relationships with clients.

Educational Requirements
- University (Degree) Preferred

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

Physical Requirements
- Physical Requirements: Sedentary Work

Career Level

6IC

Job Description Summary

The Client Services, Specialist participates in providing operational services to retirement clients. Working under general supervision, this job is responsible for preparing reports and analysis related to the investment and management of capital on behalf of clients and/or the organization itself.

**Job Description**:
Specialist - TFS Client Services

The Client Services, Specialist participates in providing operational services to retirement clients. Working under general supervision, this job is responsible for preparing reports and analysis related to the investment and management of capital on behalf of clients and/or the organization itself.

Key Responsibilities and Duties

Analyzes fund performance data and resolves administrative problems.

Researches analytics data and follows up with other functional departments to answer ad-hoc client queries on a wide variety of investment, operational, compliance and regulatory topics.

Liaises with fund managers in developing and oversees the implementation of support strategies to service existing clients.

Prepares and delivers weekly, monthly and quarterly valuation reports to clients.

Certifies that all individual trades and accounts have been reviewed and verified.

Works closely with managers and develops solid relationships with clients.

Educational Requirements

University (Degree) Preferred

Work Experience

2+ Years Required; 3+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

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

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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.

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Phone: (800) 842-2755

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