Trainee

9 hours ago

Pune, India TIAA Full time

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

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click

here


For Applicants of TIAA, Nuveen and Affiliates residing in California, please click

here


For Applicants of Nuveen residing in Europe and APAC, please click

here


For Applicants of Greenwood residing in Brazil (English), click

here


For Applicants of Greenwood residing in Brazil (Portuguese), click

here


For Applicants of Westchester residing in Brazil (English), click

here


For Applicants of Westchester residing in Brazil (Portuguese), click

here

.

  • Trainee

    1 day ago

    Pune, Maharashtra, India S Global Tech Full time

    We are looking for **Trainee** **Locations**: Pune,Banglore,Hydrabad **Position**: Trainee **Qualification** : B.Sc. Fresh **Salary**:20k +Incentive **Note** : Immediate joiner preferred* 9923166444 **Salary**: ₹18,000.00 - ₹20,000.00 per month **Experience**: - total work: 1 year (preferred) Work Location: In person **Speak with the...

  • Trainee

    1 day ago

    Pune, India Grant Thornton Bharat Full time

    **Job Summary**: - Skills - Communication and Interpersonal Skills SME Group - Direct Tax-West Designation - Trainee Level Grade - T1 Location - Pune Job Title - Trainee Educational Qualification **Roles & Responsibilities**: - Assistance in managing direct tax client engagements - Involving in advisory assignments that are complex in nature and...

  • Article Trainee

    3 days ago

    Pune, Maharashtra, India Deshpande & Mendes Chartered Accountants Full time

    Company DescriptionDeshpande & Mendes, a well-established firm in the year 2010.Serving the areas of Financial Accountancy, Audit & Taxation (Direct & Indirect) including project financing and allied service areas related to finance and commerce. The clientele includes Domestic and International, varying from Salaried Individuals, Traders, Bankers...

  • Article Trainee

    4 days ago

    Pune, Maharashtra, India Deshpande & Mendes Chartered Accountants Full time

    Company DescriptionDeshpande & Mendes, a well-established firm in the year 2010.Serving the areas of Financial Accountancy, Audit & Taxation (Direct & Indirect) including project financing and allied service areas related to finance and commerce. The clientele includes Domestic and International, varying from Salaried Individuals, Traders, Bankers...

  • Graduate Trainee

    3 days ago

    Pune, India Microland Full time

    Additional details **Level** - PT**Requirement location** - India - Pune**Number of Position** - 1**Employment type** - ML**Job Description**: Graduate Trainee - GRT - Pune - 16 Positions

  • Trainee

    2 weeks ago

    Pune, India Yuva Shakti Foundation Full time

    Age between 19-23 Years who are willing to join immediately will be given first preference. Rotational Shist working is mandatory with one scattered weekly off. Lucrative future career in Hotel Industry. Good Communication Skills plus willing ness to learn and perform is mandate of the trainees. **Job Types**: Full-time, Fresher **Salary**: ₹10,000.00 -...

  • Trainee

    1 day ago

    Pashan, Pune, Maharashtra, India Nexdigm Full time

    Location City - Pune - Department - Intelligent Automation and Accelerated Analytics - Experience - 0 - 1 Years - Salary - 100000 - 185000 INR - Designation - Trainee - Total Position - 1 - Employee Type - Intern- Job Description

  • Articled Trainee

    1 day ago

    Pune, India Grant Thornton Bharat Full time

    **Job Summary**: - Skills - CA IPCC both groups with good marks in INTER SME Group - Indirect Tax-West Designation - Articled Trainee Level Grade - T1 Location - Pune Job Title - Articled Trainee Educational Qualification - CA Inter Roles & Responsibilities: - Assist in prepration of GST returns, refund workinds and GST Annual compliances; - Ensure...

  • Trainee Exim Associate

    3 days ago

    Pune, India EximTrade Consulting Services Private Limited Full time

    We have an opening for the position of **“Trainee EXIM Associate”** in our Company. Please find all the details - **Full time Job**: **Post - 'Trainee Exim Associate'** Type of Job - Full time Job Attend full time company office / client offices. - Ability to respond effectively to the needs of the organization. - Willingness to travel to client...

  • Process Trainee

    9 hours ago

    Pune, India Doctorvi Full time

    Need immediate joiners Graduation mandit BPO Experience maximum - 3 to 4 years Role - process trainee Notice period : 15days immediate Schedule: - Day shift Ability to commute/relocate: - Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required) **Education**: - Bachelor's (preferred) **Experience**: - total...