Global Client Services, Client Services AVP, based in Sydney

6 months ago

Sydney, Australia TIAA Full time

About Global Client Group

The Global Client Group (GCG) covers Distribution, Consultant Relations, Relationship Management, Global Client Services, and Learning & Development, and aims to deliver a ‘One Nuveen’ experience to our global client base. The GCG is focused on establishing new relationships within the Institutional and Wealth channels while deepening relationships with existing clients. Nuveen targets the largest sources of investment capital around the world. Our teams are global, with in-market presence in the Americas, Europe, and Asia Pacific regions.

About Global Client Services

Global Client Services (GCS) covers Client Services, Private Fund Services, Shareholder Services, Client Transitions, Client Reporting, New Business & Retention Services (a.k.a. RFP), and Business Transformation, and is involved in nearly every facet of the client life cycle. The GCS strategy is to build a global, scalable client service and content delivery platform to keep pace with the growth of the business, to drive better win and retention rates, provide timely and built-for-purpose client and regulatory reporting, and deliver a seamless client experience.

About the Position

The AVP, Client Serviceis critical to the success of the business in several ways: interactions with clients on a day-to-day basis, working with Nuveen business partners to service clients throughout the client life cycle, and partnering with sales and, where applicable, relationship managers to deliver a distinctive client experience. The Associate will be based in-region, working alongside sales and developing a deep understanding of clients in the region, while reporting to a Hong Kong-based manager for guidance and connectivity to the central servicing platform.

Role/Responsibilities:

Working closely with sales/relationship team to deliver excellent end-to-end service for Institutional (including consultants) and Private Wealth clients in the region and developing and maintaining a strong understanding of client portfolios and service levels.

Managing, coordinating and responding to incoming client queries, working collaboratively with internal business partners including the GCS centres of excellence (CoE), reporting RFP, sales, product, legal, compliance and operations, as needed. Examples include: cash flow processing, account maintenance such as account title, benchmark, fee, and investment management and guideline changes, ad-hoc reports and related queries, oversight of contractual requirements and account-specific questionnaires.

Ensuring all responses to client queries and requests for information are clear, accurate, comprehensive and timely.

Partnering with the Client Transitions CoE throughout the process to on-/off-board clients/ distributors by proactively staying informed of progress and working alongside the CoE to ensure smooth process and resolution of any issues.

Delivering client communications on regular and key events, working with internal business partners including sales, product, legal and compliance to agree messaging and timing. Examples include: Client reporting, Investment personnel changes, Organization changes/ developments, Webinar invitations, Shareholder notices.

Ensuring Salesforce is updated with all relevant client interaction, alongside proactive communication with sales/ relationship team on issues and developments.

Owning responsibility for and at times partnering with the Client Information Delivery CoE to distribute client reporting to agreed deadlines and using the appropriate suite of reports.

Partnering with Private Fund Services (CoE) in the US and EMEA to address client requests to satisfaction. With the guidance of the CoE, this will require the AVP’s direct involvement on compiling client reports/templates, reaching out to stakeholders to obtain response on ad hoc and client queries, coordinating onboarding of new clients, etc.

Maintaining accurate database of client/ portfolio information and documentation for use by the broader business, and maintaining accurate client distribution lists.

Organize and attend client meetings, prepare review meeting deck

Job 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.

Be able to work independently under minimal supervision.

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 we believe our employees have a right to a diverse and inclusive workplace.

Nuveen 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 should you require any assistance.

Related SkillsAccountability, Adaptability, Collaboration, Communication, Continuous Improvement Mindset, Customer Engagement, Detail-Oriented, Group Problem Solving, Prioritizes Effectively, Relationship Management, Resourcefulness, Strategic Thinking

_____________________________________________________________________________________________________

Company Overview

Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, listed equities and alternatives.Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future.For more information about the firm please visit our website at www.nuveen.com

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