Nuveen Investments Sr. Client Service Associate in Los Angeles, California
The Sr Client Service Associate I partners with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients investing in the company's products. Under general supervision, the role frequently communicates with clients and focuses on onboarding 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
Manages inbound/outbound client communication (emails and phone calls) via the CRM system.
Works with internal business partners to gather and personalize documents for client onboarding.
Helps with the preparation of reports and other materials for client meetings and attend meetings as needed.
Generates a large volume of custom quarterly reports to clients, consultants and service providers.
Provides quality control for client reports and requests to ensure accuracy and completeness.
Completes due diligence and client questionnaires.
Provides database maintenance and compilation of business metrics.
Investigates and addresses client inquiries by evaluating client-specific circumstances and collaborating across departments to formulate response and communicate findings to the relationship manager.
Serves as point of escalation for complex issues involving client experience.
- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- SRC Indicator: NRF
- Physical Requirements: Sedentary Work
Serve as client service SME during onboarding of new investors including interfacing with Legal, Advisory Sales and Relationship Management
Day-to-day team lead collaborating with accounting and third party fund administrators to assist with the execution of investor production activity, reporting obligations for 3rd party private funds while tracking until completion
Serve as key client service liaison between various external and internal stakeholders along with the Client Information Delivery Team to assist with the production and delivery of contractual and custom investor reporting
Managing client relationships in a high volume environment by responding to client queries and ad-hoc requests promptly while ensuring client expectations are met
Serve as day-to-day operational lead for other associates on the team focusing on resolution of complex problems and transactions, where experience is required to interpret against policies, guidelines or processes
Serves as a key member in team projects as needed while contributing to overall project objectives.
2 years of experience in the Asset Management Industry
2 years of Client Service experience
3+ years of experience in the Asset Management Industry
3+ years of Client Service experience
3+ years direct experience in private equity or real estate
Attention to Detail; Strong organizational skills and ability to prioritize tasks
Excellent oral and written skills. Strong relationship management skills
Self-directed, self-starter, and motivated with the ability to work with minimal supervision
Proficient in Microsoft Office Suite
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.Â 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).Â
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.Â For more information about the firm please visit our website atÂ 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. Thatâs 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) .
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 (https://www.dol.gov/general/topics/posters) .
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.Â
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:Â
Phone: (800) 842-2755
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For all other residents, click here (http://www.tiaa.org/public/tiaa-nuveen-privacy) to access the Applicant Privacy Notice.
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.