Global Client Services Associate

3 weeks ago

Sydney, New South Wales, Australia TIAA Full time

About the Role

The Client Service Associate will play a critical role in delivering exceptional client experiences across the Institutional and Wealth channels. This position requires a strong understanding of client portfolios and service levels, as well as the ability to work collaboratively with internal business partners to resolve client queries and requests for information.

Key Responsibilities

  • Manage and coordinate client queries, working closely with the Global Client Services centres of excellence (CoE), reporting, sales, product, legal, compliance, and operations teams as needed.
  • Ensure all responses to client queries and requests for information are clear, accurate, comprehensive, and timely.
  • Partner with the Client Transitions CoE to onboard and offboard clients/distributors, proactively staying informed of progress and working alongside the CoE to ensure smooth processes and resolution of any issues.
  • Deliver client communications on regular and key events, working with internal business partners to agree messaging and timing.
  • Update Salesforce with all relevant client interactions and communicate proactively with sales/relationship teams on issues and developments.
  • Maintain accurate databases of client/portfolio information and documentation for use by the broader business, and maintain accurate client distribution lists.
  • Organize and attend client meetings, prepare review meeting decks.

Requirements

  • Minimum 7+ years of proven experience in client service in the Asset Management Industry, including the institutional and wealth channels.
  • BA/BS or equivalent.
  • Excellent interpersonal, verbal, and written communication skills.
  • Ability to work well on teams and in fast-paced, cross-collaborative environments.
  • Ability to think analytically and deliver solutions to complex challenges.
  • Proactive, issue-resolution mindset.
  • Ability to address client needs by collaborating with overseas colleagues in different time zones.
  • Detail-oriented.
  • Self-starter that can manage multiple tasks at the same time.
  • Proficiency in Microsoft Office applications.

This role requires no regulatory designation.

Nuveen is committed to providing equal opportunity across all employment practices and believes its employees have a right to a diverse and inclusive workplace.

Nuven 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. Should you require any accommodation during the selection process, please contact us.

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