Open Systems
*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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