TIAA Client Service Manager in Frankfurt, Germany
Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, listed equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at www.nuveen.com
KEY RESPONSIBILITIES AND DUTIES:
Sr Client Service Associate I
Sr. Client Service Analyst will partner closely with teams in product, distribution, operations, technology, shareholder services and others (including 3rd Party Transfer Agents and Fund Administrators) to build the client servicing capabilities required to deliver an outstanding client experience to intermediaries, advisors and end-investors in our alternatives products.
Key Responsibilities and Duties
Supports the onboarding of new investors including interfacing with Legal, Advisory Sales and Relationship Management
Managing existing client relationships: responding to client queries and requests promptly and effectively working with clients on Enquiries and ensuring client expectations are met.
Day-to-day team responsibility for collaborating with accounting and third-party fund administrators to ensure execution of investor production activity and reporting obligations for 3rd party private funds and tracking until completion.
Frequent written and oral interaction with internal and external organizations, including institutional and high net wealth investors
University (Degree), Preferred
- Physical Requirements: Sedentary Work
The Nuveen Global Client Services team supports the Distribution and Relationship Management teams in servicing Institutional and High Net Worth clients invested in Nuveen’s products. The team is critical to the success of the business in several ways including on boarding new client accounts, delivering ongoing communications and reports to clients, working with Nuveen business partners to service clients throughout the client lifecycle, and supporting relationship management to deliver a distinctive client experience.
The Client Service Management team in Germany and wider European market is critical to the success of the business in several ways: direct interactions with clients, working with Nuveen business partners to service clients throughout the client lifecycle, and supporting relationship management. More specifically, the Client Service Manager would primarily support Real Estate and institutional clients domiciled in central Europe (e.g. Germany, Austria, Switzerland) partnering with other employees in a well-established Frankfurt office with a total staff of over 50 people.
Lead a small team to work effectively with specific fund teams, building relationships and knowledge of the funds to support our investors proactively
Managing existing client relationships: responding to client queries and requests promptly and effectively
Co-ordination and compilation of the quarterly investment reports ensuring accuracy and complete reports; these must meet set timeframes and client deadlines and add value where possible
Lead the organisation and co-ordination of fund and where appropriate related events e.g. support at Investor Days, Investor Committee meetings, webinars, site visits
Maintaining information on the in-house client relationship management system ensuring that it is complete and accurate for each client
Ensuring AML / KYC and compliance obligations are met and kept up to date in line with corporate policy and in accordance with local regulation
Proactively anticipate clients’ requirements by maintaining regular contact and communicate any concerns to the fund teams
Help with the preparation of reports and other materials for client meetings
Liaising with third parties to ensure technical support is received on all issues concerning administration, investment accounting and custody
Lead the on boarding of new investors including interfacing with Legal, Distribution, Relationship Management, other internal business partners, and third party custodians
Frequent written and oral interaction with internal and external organizations, including institutional investors
Attend operational client due diligence and formal update meetings
Managing relationships with internal stakeholders – finance, legal, marketing, distribution and compliance
Generate a large volume of custom weekly, monthly and quarterly reports to clients, consultants, and service providers
Provide quality control for client reports and requests
Database maintenance and compilation of business metrics
Investigate and address client inquiries with support/oversight from senior staff by evaluating client-specific circumstances and collaborating across the team and departments to formulate response
Responsibility for identifying, communicating, and resolving 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
Provide coaching and team management to support, motivate o develop the team professionally
5+ years of experience in the Financial Services Industry, with proven Leadership experience in a similar client facing function
English and German fluency (written and speaking)
Proven experience of managing significant client relationships within Investment Management
Experience and knowledge within private and public market asset classes (Real Estate & Real Assets preferred)
Proficient in Microsoft Office Suite
Strong relationship management and Leadership skills
Attention to detail; Strong organizational skills and ability to prioritize tasks with the ability to multi-task and to work efficiently to meet client deliverables.
Proven success with and a passion for providing exceptional client service
Must be highly motivated and capable of working leading and team and working independently to achieve team performance targets
Be a strong team player
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