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$28/hr–$40/hr
Contract
bachelor degree
Posted 29d ago
Apply by Jul 10
~40 hrs/week
Responsibilities
The role focuses on supporting the onboarding of new client accounts and managing account maintenance for institutional and high net worth clients. It involves coordinating client transitions, fulfilling ad-hoc inquiries, and preparing client reports and presentations.
Requirements
A university degree is preferred, though no prior professional experience is required. The candidate must be able to perform sedentary work and handle moderately complex business planning and support duties.
Full job description
This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results.
This role will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting.
The anticipated term of this engagement will be 12 months. This term could be extended based on company business needs. The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.
Key Responsibilities and Duties
Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners
Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
Assist team members to ensure ongoing client contractual obligations are being met
Support the fulfillment of ad-hoc client inquiries and requests
Facilitate and oversee client cash flow requests to ensure proper handling
Help manage client communications to ensure timely and proactive updates are provided
Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs
Update and maintain client and authorized third party contact information via CRM application
Support client meeting preparation by facilitating creation of materials
Help identify, escalate and resolve problems for any issues affecting the client experience
Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
Supports the completion of due diligence and client questionnaires
Educational Requirements
University (Degree) Preferred
Work Experience
No Experience Required
Physical Requirements
Physical Requirements: Sedentary Work
Career Level 5IC Start Date: 17-Aug-2026End Date: 20-Aug-2027Travel Required: Yes
Anticipated Posting End Date:
2026-07-10Base Pay Range: $28.85/hr - $40.08/hr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.
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Equal Opportunity
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 full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
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:
At TIAA, we believe everyone has the right to retire with dignity. For more than 100 years, we’ve provided retirement plans, insurance, and investment services, empowering millions of people— in education, healthcare, and nonprofit —with the knowledge, guidance, and lifetime income needed to plan their futures. We are fighting to ensure a more secure financial future for all and for generations to come.
Visit tiaa.org to learn more about preparing for a more secure retirement.
For our Terms of Use, please visit ter.li/termsofuse.
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How much do Finance & Accounting jobs in Chicago, IL pay?
Based on 3213 listings with disclosed salaries, most finance & accounting jobs in Chicago, IL pay between $65k–$180k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Chicago, IL right now?
There are currently 3,881 open finance & accounting positions in Chicago, IL listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Chicago, IL?
Companies currently hiring include JPMorganChase, Northern Trust Asset Management, Bank of America, BMO, Morningstar, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Chicago, IL?
Yes — 1906 of the 3881 open finance & accounting positions offer remote or hybrid work (309 remote, 1597 hybrid).
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Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.