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Sr Analyst, Shareholder Services

Chicago, IL

Shareholder Services is a multi-functional team which interacts and collaborates with internal business partners such as Product, Distribution, Legal and Compliance as well as external service providers and financial intermediaries to ensure superior service delivery for mutual fund shareholders.  As this position evolves the candidate may support Shareholder Services managers in multiple roles with the functions necessary to ensure quality service delivery across the team. 

Key Responsibilities and Duties

  • Research shareholder account related items identified by internal business partners or external service providers providing timely and accurate responses.

  • Document, research and assist in resolution of written and verbal customer complaints.

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Engage in regular data reconciliation activities to ensure various record keeping systems are in sync.

  • Assist management with oversight of transfer agent functions, including tracking and reporting of key service metrics.

  • Assist with projects and associated operational requirements supporting fund launches, mergers, and IT updates.

  • Provide backup to other team members and departmental functions as needed.

  • Educational Requirements

    • University (Degree) Preferred

    Work Experience

    • No Experience Required

    Physical Requirements

    • Physical Requirements: Sedentary Work

    Career Level

    Preferred Experience

    • Bachelor’s Degree

    • 2+ years’ of financial services experience; specifically ’40 Act Funds transfer agency services

    • Strong communication skills

    • Ability to collaborate with a team

    • Demonstrated skills with MS Office Suite

    Potential Salary: $83,000.00 USD

    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.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 


    Company Overview

    Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at

    COVID-19 Vaccination

    TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

    Benefits and Total Rewards

    The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

    Equal Opportunity

    We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

    Read more about the Equal Opportunity Law 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: 

    Phone: (800) 842-2755


    Privacy Notices

    For residents of California, please click here to access the TIAA CA Applicant Privacy Notice.

    For residents of the EU / UK, please click here to access the EU / UK Pre-employment Notice.

    For all other residents, click here to access the Applicant Privacy Notice.

    Job ID: ec7fdd5ef81164f3e58fda5fa061e1962fe96cb00bf8df510daeddcee41652d9
    Employment Type: Other