Institutional Client Relationship Manager
3 days ago
About TIAA's Global Client Group
The Global Client Group is committed to delivering a 'One Nuveen' experience to our global client base. We aim to establish new relationships within the Institutional and Wealth channels while deepening relationships with existing clients.
Client Services Role
The AVP, Client Services will play a critical role in achieving this goal, working closely with sales and other internal partners to deliver exceptional service to our clients. Key responsibilities include:
Managing Client Relationships
- Developing and maintaining strong relationships with institutional and wealth clients.
- Understanding client portfolios and service levels.
Ensuring Timely and Accurate Delivery of Client Reports
- Managing and coordinating client queries.
- Working collaboratively with internal partners to ensure prompt and accurate responses.
Partnerships and Collaboration
- Partnering with the Client Transitions CoE to ensure smooth on-boarding and off-boarding of clients.
- Working with internal partners to deliver client communications on key events.
Requirements:
- Minimum 7+ years of experience in client service in the asset management industry.
- BA/BS or equivalent.
- Excellent interpersonal, verbal and written communication skills.
- Ability to work well in fast-paced environments and collaborate with cross-functional teams.
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