Global Client Services, Client Relationship Manager
1 week ago
About TIAA and Nuveen
Nuveen is the investment management arm of TIAA, one of the largest global asset managers with specialist knowledge across a wide array of asset classes. Our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future.
As a Global Client Services AVP, you will be responsible for delivering excellent end-to-end service for Institutional and Private Wealth clients. You will work closely with sales and relationship teams to develop and maintain a strong understanding of client portfolios and service levels.
The role requires managing incoming client queries, working collaboratively with internal business partners, ensuring all responses are clear, accurate, comprehensive, and timely. You will also partner with the Client Transitions CoE to on-/off-board clients/distributors, deliver client communications, and own responsibility for distributing client reporting to agreed deadlines.
This role offers an estimated salary of $120,000 per year, depending on location and experience. The successful candidate will have a minimum of 7+ years of proven experience in client service in the Asset Management Industry, including the institutional and wealth channels. A BA/BS or equivalent is required.
You will need to be able to work well on teams, think analytically, and deliver solutions to complex challenges. The ability to address client needs by collaborating with overseas colleagues in different time zones is essential. Proficiency in Microsoft Office applications is also required.
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