**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 company's 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** + University (Degree) Preferred **Work Experience** + 5+ Years Required; 7+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8PL The Manager of Client Reporting will lead a team responsible for producing, reviewing, and delivering high-quality client statements and reports. This role combines strategic oversight with hands-on execution, requiring deep technical expertise in data aggregation, report production, and quality assurance alongside strong people management capabilities. The Manager will oversee the collection and synthesis of data from multiple departments and systems, collaborating closely with internal stakeholders including IT, operations, and business partners. This individual will serve as the subject matter expert for client reporting processes, driving continuous improvement while ensuring all deliverables meet stringent accuracy standards and deadlines. As both a people leader and process owner, the Manager will be responsible for team development, performance management, training coordination, project oversight, and management information systems (MIS) reporting. Success in this role requires the ability to work independently in a fast-paced environment, technical know-how, quickly identify and resolve complex issues, and maintain exceptional communication with internal teams. **Impact:** This position is critical to scaling our client reporting capabilities while maintaining the highest standards of quality and service. The Manager will directly influence client satisfaction through exceptional report accuracy, timely delivery, and proactive communication. By building team capabilities and optimizing processes, this role enables the organization to handle increased reporting volumes, support growth initiatives, and deliver a superior client experience that differentiates us in the marketplace. **Functional Leadership Responsibilities** : _Production of periodic reports _Data/information gathering _Assessment and enhancement of workflows once business requirements are established _Interact with Subject Matter Experts (SMEs) for review and approval of referenced materials. _Perform established data validations _Review of periodic reporting packages _Work with IT team for projects related to Client Reporting **People Leadership Responsibilities:** Talent management Learning and Development of the team Performance management **Job Requirements And Qualifications** : **Required Education:** **BA/BS/MBA** Bachelor’s Degree in business/finance/accounting/economics or equivalent. **Required Experience:** 8+ years **Experience, Skills and Abilities:** + Minimum 2+ years of people management experience and performing relevant activities. + Client focused mindset, diligence, accuracy, flexibility and attention to detail + Ability to organize and prioritize competing priorities to meet deadlines + Must be highly proficient in Excel, PowerPoint, and Word and quick learner of various data systems + Ability to query in SQL preferred + Strong knowledge of the retail and/or institutional investment business and investment strategies/products is ideal. + Previous experience with the following preferred: BBG Point / Port, Perform, Eagle, Coric etc will be added advantage but not a mandate. + Ability to manage team and process related issue independently. **Other details** Typical work timings – 3.30PM to 12:30AM 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, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's 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 Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because 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: (800) 842-2755 Email: accessibility.support@tiaa.org **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . + For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . + For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-1688394514088.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)