Sydney Client Service Associate

1 week ago

Sydney, New South Wales, Australia beBeeClient Full time $90,000 - $140,000

Job Summary:

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Global Client Services is seeking a highly skilled and experienced Associate to join our team in Sydney. As an AVP, you will play a critical role in delivering exceptional client service and building strong relationships with institutional and wealth clients.

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Key Responsibilities:

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  • Work closely with sales teams to deliver excellent end-to-end service for clients, developing and maintaining a strong understanding of client portfolios and service levels.">
  • Manage and coordinate incoming client queries, working collaboratively with internal business partners to ensure timely and accurate responses.">
  • Partner with the Client Transitions CoE to onboard and offboard clients/distributors, ensuring 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.">
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Requirements:

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We are seeking a candidate with minimum 7+ years of proven experience in client service in the asset management industry, including the institutional and wealth channels. You should have excellent interpersonal, verbal, and written communication skills, as well as the ability to work well in fast-paced, cross-collaborative environments.

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Skills and Qualifications:

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BA/BS or equivalent, excellent problem-solving skills, analytical thinking, and attention to detail. Ability to manage multiple tasks simultaneously and prioritize effectively.

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Nuveen is an equal opportunity employer.

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Related Skills:

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Accountability, Ad-hoc reporting, Client communication, Client relationship management, Problem-solving.

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