client-services-representative

TIAA is a leading financial services company specializing in retirement planning and wealth management. The company offers a wide range of retirement products, including annuities and IRAs, designed to provide guaranteed lifetime income and secure financial futures for individuals. With over a century of experience, TIAA is one of the largest investment managers, responsible for $1.2 trillion in assets under management. TIAA also engages in responsible investing and provides personalized financial advice to help customers optimize their investment portfolios. Their services are tailored for both individual and institutional clients, aiming to ensure a secure and confident retirement journey.

Founded to help educators retire with dignity, today we’re a market-leading retirement company fueled by world-class asset management. We’re fighting harder than ever before for 5M+ clients and people who need us, creating new paths to growth and lifetime income—and the confident, meaningful retirements that come with them.

For our Terms of Use, please visit go.tiaa.org/termsofuse.  

Any guarantees under annuities issued by TIAA are subject to TIAA’s claims-paying ability.

TIAA-CREF Individual & Institutional Services, LLC, Members FINRA and SIPC, distribute securities products. 

TIAA is not responsible for the content or privacy policies of third-party sites to which you may link.

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TIAA

• Supervises a team of professional level employees
• Monitors inbound/outbound client communication to ensure high quality customer service
• Supervises the production of client reports
• Provides quality control for client reports and requests
• Investigates and addresses escalated client inquiries
• Manages performance of direct reports through regular feedback and formal reviews

Senior Client Service Manager

Senior Client Service Manager I supervising a team for client reporting at TIAA Global Capabilities. Ensuring accuracy in reports and managing team performance in Pune, India.

Kroll is a global provider of risk and financial advisory solutions. Headquartered in New York, with offices worldwide, Kroll specializes in valuation, compliance, corporate finance and restructuring, investigations and disputes, and digital technology solutions. They offer expertise in threat intelligence, financial crime prevention, enterprise risk management, cyber resilience, and environmental, social, and governance advisory. Kroll's services aim to help businesses navigate regulatory updates, manage risk, and optimize financial outcomes. Their comprehensive suite of solutions also includes managed security services, M&A advisory, and support for capital events.

As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex demands. Kroll's team of more than 6,500 professionals worldwide continues the firm’s nearly 100-year history of trusted expertise spanning risk, governance, transactions and valuation. Our advanced solutions and intelligence provide clients the foresight they need to create an enduring competitive advantage. At Kroll, our values define who we are and how we partner with clients and communities. Learn more at Kroll.com.

Kroll

• Lead various internal/external projects (at least 4 to 5 large accounts) by gathering project requirements and identifying appropriate resource needs and tracking overall project progress to ensure timely completion of targets and final delivery at all times with min AHT and >99% quality.
• Possess excellent domain knowledge of the business, process and projects and act as team level SME/POC for team members.
• Ensure timely follow up on upcoming projects and provide timely updates during live project runs and highlight red flags proactively.
• Develop, implement, and monitor daily reports on key performance indicators, ensuring timely communication with relevant stakeholders.
• Partner with the BU teams to successfully transition of the process and build connect with the team locally and globally.
• Lead and manage 1-2 Leads and a team of 15+ data analysts including Quality control analysts effectively by providing clear direction, establish SMART goals, optimize resource allocation and delegate tasks effectively.
• Regular check-ins and constant support with mentoring and feedback and Conducts performance reviews of each team member and explains/sets career development paths and opportunities for team members.
• Maintain a CSAT satisfaction score of 4.5 or higher. If the score drops to 3 or below, implement proactive measures to enhance the process and improve customer experience. 
• Ensure appropriate governance for your team and adherence to Kroll policies. 
• Ensure effective workflow and operations management and identify opportunities for workflow automation.

Manager I, Client Services Operations

Operations Manager leading client services and compliance initiatives at Kroll, managing a team of analysts and ensuring high standards of quality and efficiency.

• Prepare and analyze trial balances and various accounting schedules, ensuring the accuracy and completeness of financial data. Transfer trial balance data to the Income Statement (IS) and Balance Sheet (BS), and support the preparation of monthly, quarterly, and annual financial reports/analysis.
• Update/Input the data into various financials models/templates as per the guidelines set by BUs/Clients
• Broad analysis of income statement, balance sheet, cash flows, ratios, segment performance, etc. and use appropriate knowledge to proactively highlight the exceptions and or variations.
• Ensure min of >99% quality on the work processed and ensure quality checked documents (v2's) are completed in 24-48hrs or as per TAT
• Meet timeliness expectations as stated by the business.
• Raise queries on a timely basis with the TLs for quick resolution.
• Contribute process-related ideas that reduce time or provide cost benefits.
• Participate in pilot runs for projects to determine the cycle time of each record to report it to the leads.
• Be part of the training session/walk-through calls with larger team and ask relevant questions to lead.
• Ensure adherence to Kroll policies, procedures and protocols at all times.
• Participate and contribute to team huddles.
• Proactively support key initiatives that have been delivered to implement change.
• Communicate project status and deliver products and services ensuring stakeholder satisfaction.
• Assist in process documentation and creation of SOP and checklist.

Analyst I, Client Service Operations

Analyst for Client Services Operations team at Kroll responsible for financial data analysis and supporting business decisions. Preparing reports, ensuring data quality, and collaborating with internal business units.

• Lead various internal/external projects by gathering project requirements and identify appropriate resource needs and track overall project progress.
• Perform extensive research and analysis on company, industry, sectors and economy.
• Perform through Quality check on the research and analysis performed by team member and ensure successful delivery of final output.
• Highlight any potential challenges to the process and delivery.
• Ensure timely follow up on upcoming projects and provide timely updates during live project runs.
• Ensure timely updation of Ms dynamics and any other tools, reports, regular updates by self and team members.
• Work on the capacity/FTE estimation in coordination with SMs.
• Design and develop operational dashboards with real-time/ daily metrics to track & monitor metrics.

Lead, Client Services Operations

Lead, Client Services Operations overseeing projects and team management in financial research and analysis. Engage in quality control, operational governance, and employee development for optimal performance.

NTT DATA, Inc. is a global technology services provider that specializes in business transformation through innovative solutions such as network services, cloud consulting, AI, and application modernization. The company is dedicated to helping organizations enhance their operational efficiency, customer experience, and sustainability initiatives. With a commitment to leveraging technology to drive growth and innovation, NTT DATA provides a comprehensive suite of services including data center management, digital workplace solutions, and business process services to meet the unique needs of clients across various industries.

NTT DATA, Inc. is a trusted global innovator of business and technology services. We're committed to helping clients innovate, optimize and transform for long-term success. Our R&D investments help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure, and connectivity. 

NTT DATA, Inc.

• Provides an administrative support service to the Managed Services Client Service Desk team
• Provides entry level administrative tasks as required by the team
• Ensure the correct escalation procedure is followed on all critical calls and requests
• May be responsible for receiving, validating, and logging client requests, capturing the detail of the request
• Assists with analyzing and interpreting escalation requests to ensure the correct categorization and prioritization
• Ensures all relevant documents related to the tickets / requests are maintained, including the client’s information
• Performs any other related task as required

Managed Services Client Service Desk Administrator

Administrative support for Managed Services Client Service Desk team. Involves coordinating service requests and maintaining documentation in a hybrid work setting.

• Prepare and analyze trial balances and various accounting schedules, ensuring the accuracy and completeness of financial data.
• Transfer trial balance data to the Income Statement (IS) and Balance Sheet (BS), and support the preparation of monthly, quarterly, and annual financial reports/analysis.
• Update/Input the data into various financials models/templates as per the guidelines set by BUs/Clients.
• Broad analysis of income statement, balance sheet, cash flows, ratios, segment performance, etc. and use appropriate knowledge to proactively highlight the exceptions and or variations.
• Ensure min of >99% quality on the work processed and ensure quality checked documents (v2's) are completed in 24-48hrs or as per TAT.
• Meet timeliness expectations as stated by the business.
• Raise queries on a timely basis with the TLs for quick resolution.
• Contribute process-related ideas that reduce time or provide cost benefits.
• Participate in pilot runs for projects to determine the cycle time of each record to report it to the leads.
• Be part of the training session/walk-through calls with larger team and ask relevant questions to lead.
• Ensure adherence to Kroll policies, procedures and protocols at all times.
• Proactively support key initiatives that have been delivered to implement change.
• Communicate project status and deliver products and services ensuring stakeholder satisfaction.
• Assist in process documentation and creation of SOP and checklist

Analyst I for Client Services Operations team at Kroll performing data extraction and financial analysis for informed commercial decisions. Collaborating with various teams to ensure accuracy of financial data.

Hybrid Client Services roles in India

Browse 6 hybrid client services roles hiring in India plus related opportunities such as customer support, account manager, customer success manager and affiliate manager.

6 jobs found

Senior Client Service Manager

TIAA

Manager I, Client Services Operations

Kroll

Analyst I, Client Service Operations

Kroll

Lead, Client Services Operations

Kroll

Managed Services Client Service Desk Administrator

NTT DATA, Inc.

Analyst I, Client Service Operations

Kroll