Job Description

*Banking, asset management background

*Want someone who’s worked for an investment manager previously

*Need to have been client facing (advisors and their clients)

*If no asset management, would have to have extensive experience onboarding investment accounts

*Not seeking an operations background

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

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