The Client Servicing Analyst will be responsible for interaction with onshore counterparts (internal business partners) throughout the Public/Private client life cycle, and partnering with various stakeholders including Product, Relationship Managers, Marketing, Compliance, Legal to deliver a distinctive client experience. He/she will work with business partners to gather and personalize documents for client onboarding process as well as perform administrative/reporting support for servicing teams. The Analyst will be accountable to complete the request as per the timelines with 100% accuracy and in a highly professional manner by managing inbound/outbound communication. The Analyst must have the ability to identify and resolve issues timely and efficiently and work independently with mínimal supervision in a fast paced workplace.
Key Responsibilities and Duties
- Develop in-depth expertise of the process being handled and continuously focus on improving the process to enhance client experience and bring efficiencies.
- Partnering with cross functional teams to maintain and improve the onboarding process as well as enhancing client servicing related activities.
- Assessment and enhancement of workflows and processes to ensure efficiency and consistency.
- Database maintenance and compilation of business metrics.
- Conduct other adhoc and special projects as required.
Educational Requirements
- University (Degree) Preferred
Work Experience
- No Experience Required
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
5IC
Related Skills
Accountability, Adaptability, Collaboration, Communication, Continuous Improvement Mindset, Customer Engagement, Detail-Oriented, Group Problem Solving, Prioritizes Effectively, Relationship Management, Resourcefulness, Strategic Thinking
Company Overview
TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processe
📌 Client Service Associate (Pune)
🏢 TIAA
📍 Pune