Sr Client Service Associate
The Senior 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 general supervision, the role frequently communicates with clients and focuses on onboarding 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
Coordinate client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners
Manage account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
Ensure ongoing client contractual obligations are being met
Fulfill ad-hoc client inquiries and requests
Facilitate and oversee client cash flow requests to ensure proper handling
Manage client communications to ensure timely and proactive updates are provided
Proactively anticipate client needs and develop 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 and attending meetings to address servicing items
Responsibility for identifying, communicating and resolving problems for any issues affecting the client experience
Participating in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
Help with the preparation of reports and other materials for client meetings and attend meetings as needed
Provide quality control for client reports and requests to ensure accuracy and completeness
Help investigate and address client inquiries by evaluating client-specific circumstances and collaborating across departments to formulate a response
Educational Requirements
University (Degree) Preferred
Work Experience
2+ Years Required; 3+ Years Preferred
FINRA Registrations
SRC Indicator: NRF
Physical Requirements
Physical Requirements: Sedentary Work
Career Level6ICRequired Experience
2+ years of Client Service experience
Preferred Experience
3+ years of Client Service experience
Asset Management industry experience; specifically in wealth/wholesale/retail distribution
Bachelor’s degree
Excellent end-to-end generalist problem solving skills and ability to identify and analyze issues; ability to act independently and judiciously to serve client needs
Deep sense of accountability and strong interest in ownership of the role
Collaborative engagement style and ability to communicate effectively with stakeholders at all levels
Strong internal and external client service orientation
Detail oriented
Self-starter that can manage multiple tasks
Proficient in Microsoft Office Suite
#LI-EL1Related SkillsAccountability, Adaptability, Collaboration, Communication, Continuous Improvement Mindset, Customer Engagement, Detail-Oriented, Prioritizes Effectively, Problem Solving, Relationship Management, Resourcefulness, Strategic ThinkingAnticipated Posting End Date:2024-04-22Base Pay Range: $64,300/yr. - $103,000/yr.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 OverviewNuveen, 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 www.Nuveen.comBenefits and Total RewardsThe 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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .Equal OpportunityWe 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 (https://www.dol.gov/general/topics/posters) .Accessibility SupportTIAA 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) 842-2755Email: accessibility.support@tiaa.orgPrivacy NoticesFor 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 Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .