Nuveen Investments Client Service Analyst - US Wealth in Charlotte, North Carolina
Client Service Associate I will partner closely with teams in product, distribution, operations, technology, shareholder services and others (including 3rd Party Transfer Agents, Fund Administrators & Outside Counsel) to deliver an outstanding client experience to intermediaries, advisors and end-investors in our alternatives products. This team also oversees and administers onboarding and support for Nuveen’s Employee Investment Program. As part of Nuveen’s global distribution efforts for Wealth and Institutional clients, we are focused on growing our alternatives product offerings with US Wealth clients. To support this effort, we are creating a team within our Global Client Services organization dedicated to the onboarding and ongoing servicing of wealth platforms, advisors and end-investors in these products and strategies.
Key Responsibilities and Duties
Support the Nuveen Sales team in the onboarding and ongoing servicing of clients in the US Wealth Channel including interfacing with Transfer Agent, Fund Administration & Accounting, Nuveen Compliance and Legal, Dealers, Wirehouses, Custodians, Intermediaries, etc
Provides support and leadership for fund closings, corporate actions, shareholder transactions, capital calls, customer statements & account updates, shareholder tax forms, etc in the US Wealth Channel
Continually learn and demonstrate knowledge of customer service and operational nuances required to support Alternative investment products in the US Wealth Channel
Administers the Nuveen Employee Investment Program by coordinating fund closings and communications, maintenance and organization of membership data, partnering with FinTech providers, etc
Frequent written and oral interaction with internal and external organizations, including clients in the US Wealth channel and Employee Investment Program
- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- SRC Indicator: NRF
- Physical Requirements: Sedentary Work
- 2 years of client servicing experience
3+ years of client servicing experience
Desire to assist others in a fast-paced, sales oriented environment
FINRA Series 7 licenses is a plusKnowledge of MS Office & FinTech platformsExcellent oral and written skills.
Strong relationship management skillsAttention to detail; Strong organizational skills and ability to prioritize tasks
Must be highly motivated and capable of working independentlyBe a strong team player
Potential Salary: $98,300.00 USD
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).
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
TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
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Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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Phone: (800) 842-2755
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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.