Sr Client Service Manager I

Sr Client Service Manager I

The Senior Client Service Manager I India supervises a team of professional level employees that partner with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients investing in the companys products. This job serves as a high level contact for clients and guides direct reports on onboarding new client accounts delivering reports to clients and working with business partners to service client needs throughout the client lifecycle. As a team manager this job is responsible for setting goals and objectives for team members and ensuring policies and procedures are understood and followed by direct reports.

Key Responsibilities and Duties

• Monitors inbound / outbound client communication (emails and phone calls) via the Customer Relationship Management system to ensure clients are receiving high quality customer service.
• Reviews reports and other materials for client meetings and attends meetings as needed.
• Supervises the production of a large volume of custom quarterly reports to clients consultants and service providers.
• Provides quality control for client reports and requests to ensure accuracy and completeness.
• Ensures due diligence and client questionnaires have been completed in a timely and accurate manner.
• Investigates and addresses escalated client inquiries by evaluating client-specific circumstances and collaborating across departments to formulate response and communicate findings to the relationship manager.
• Manages performance direct reports through regular timely feedback and the formal performance review process to ensure delivery of exceptional services and engagement motivation and development.

Educational Requirements

Work Experience

Physical Requirements

Career Level

8PL

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 processes as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities 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 Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.

Our Culture of Impact

At TIAA were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values : Champion Our People Be Client Obsessed Lead with Integrity Own It and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveens entrepreneurial spirit where we work hard and work together to create lasting impact. Here every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed our impact on clients lives grows stronger.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team :

Phone :

Email :

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 .

ForApplicants of TIAA Global Capabilities click here .

For Applicants of Nuveen residing in Europe and APAC please click here .

Required Experience :

Manager

Key Skills

Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients

Employment Type : Full-Time

Experience : years

Vacancy : 1