TIAA is hiring for Trainee as Client Services

www.djobbuzz.com 25 Apr 2023

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The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields.

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.
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.