Trainee, Client Services - Pune, India - TIAA

TIAA

Verified Company

Pune, India

6 days ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

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 onsite and offsite 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, backup 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:
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