TIAA Careers Recruitment Drive 2023

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.

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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.

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