Home
Communities
Companies
- Companies
  
  Discover best places to work
- Compare Companies
  
  Compare & find best workplace
- Add Office Photos
  
  Bring your workplace to life
- Add Company Benefits
  
  Highlight your company's perks
Reviews
- Company reviews
  
  Read reviews for 6L+ companies
- Write a review
  
  Rate your former or current company
Salaries
- Browse salaries
  
  Discover salaries for 6L+ companies
- Salary calculator
  
  Calculate your take home salary
- Are you paid fairly?
  
  Check your market value
- Share your salary
  
  Help other jobseekers
- Gratuity calculator
  
  Check your gratuity amount
- HRA calculator
  
  Check how much of your HRA is tax-free
- Salary hike calculator
  
  Check your salary hike
Interviews
- Company interviews
  
  Read interviews for 40K+ companies
- Campus placements
  
  Interviews questions for 2K+ colleges
- Share interview questions
  
  Contribute your interview questions
Jobs
Awards

WINNERS AWAITED!
- ABECA 2025
  
  WINNERS AWAITED!
  
  AmbitionBox Employee Choice Awards - 4th Edition
- ABECA 2024
  
  AmbitionBox Employee Choice Awards - 3rd Edition
- AmbitionBox Best Places to Work 2022
  
  2nd Edition
- AmbitionBox Best Places to Work 2021
  
  1st Edition

Add office photos

Employer? Claim Account for FREE

TIAA Global Business Services

Compare

3.9

based on 580 Reviews

31 TIAA Global Business Services Jobs

Associate - Wealth Management

TIAA

3.9

based on 580 Reviews

3-4 years

Mumbai

1 vacancy

Associate - Wealth Management

TIAA Global Business Services

posted 5d ago

Job Role Insights

Flexible timing

Key skills for the job

Operations Operations Management Client Relationship Management Wealth Management Financial Planning and Analysis Financial Due Diligence

+ 3 more

Job Description

An Associate in Wealth Management Operations leads complex operational processes, overseeing transaction management and data integrity. They ensure compliance with industry regulations while mentoring junior staff and driving improvements in operational efficiency.

Key Responsibilities and Duties

Process Management & Operations support: ensure the efficient processing of financial plans and report requests with a high level of accuracy. Assist the development and updating of SOPs and process documents.
Quality assurance & Continuous Improvement: Perform Quality checks to identify errors or discrepancies, conduct root cause analysis and work towards reducing the error rate.
Identify improvement opportunities in the underlying process and implement the same.
Training & Onboarding support: Ensure a seamless integration into the team by providing guidance on systems, tools, and workflows. Partner with the business leaders to provide timely updates and insights on the current process

Educational Requirements