Job description
The Sr Client Service Associate partners with associates in Distribution and Operations, among other internal teams, to serve financial advisors of High Net Worth clients investing in the company's products. Under general supervision, the role frequently communicates with advisors and sponsor offices and focuses on onboarding new client accounts, delivering reports, 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
Key Responsibilities and Duties
Responsibilities generally fall into four categories:
- Pre-Setup of Accounts: Assisting with due diligence and ADV issues, setting up initial operations calls, providing Services Agreements, and processing non-standard initial requests.
- Setup of Accounts: Providing investment management agreements, coordinating with internal parties to determine appropriate account fees, helping to properly execute processing of custodian numbers and customizations, ensuring any proposals provided during the sales process are considered during onboarding, managing expectations for the investment timeline and communicating status, following up on any questions from Operations partners to enable prompt onboarding.
- Account Maintenance: Providing standardized and specialized reporting, overseeing the contribution and withdrawal process, liaising with internal teams to facilitate client and/or advisor meetings, processing documents necessary to maintain accounts in good standing with custodians/sponsors, addressing any account problems, answering advisor questions and responding to their requests (restrictions, customizations, etc.), processing terminations, generally serving as a point of escalation for issues involving the client experience
- Billing Assistance: Offering fee explanations when needed, following up on outstanding invoices, processing fee updates.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 2 Years Required; 3 Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
6IC
Required Experience
-
2 years of experience in the Asset Management Industry
-
2 years of Client Service experience
Preferred Experience
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3+ years of experience in the Asset Management Industry; specifically in wealth/wholesale/retail distribution
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3+ years of Client Service experience with a strong customer-centric mindset and approach
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Bachelor’s degree
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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
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Deep sense of accountability and strong interest in ownership of the role
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Collaborative engagement style and ability to communicate effectively with stakeholders at all levels
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Strong internal and external client service orientation
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Detail oriented
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Self-starter that can manage multiple tasks
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Proficient in Microsoft Office Suite
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).
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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
www.Nuveen.com
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
Email:
accessibility.support@tiaa.org
Privacy Notices
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