SS-Client Service Associate

Nuveen, a TIAA company, is seeking a Client Service Associate to support their Global Client Group. The role involves onboarding new client accounts, delivering reports, and collaborating with various teams to enhance client experience.

Responsibilities

• 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

Skills

• University (Degree) Preferred
• No Experience Required
• Physical Requirements: Sedentary Work

Benefits

• This role will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting.
• Travel Required: Yes

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