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
Company Overview