Associate, Institutional Client Service
About The Position
The Institutional Client Service Associate supports Nuveen's North America institutional business and delivers a consistent client experience across the full client lifecycle. The associate is a key connection between clients and Nuveen, partnering with Distribution, Relationship Management, Portfolio Management, and enterprise teams including Operations, Legal and Compliance, RFP, Reporting, and Onboarding. Working under the guidance of senior team members, the associate executes day-to-day client service activities, coordinates internal workflows, and contributes to team projects and initiatives. The role requires proactive, professional communication with clients and internal partners to meet client needs accurately and efficiently. It is suited to a detail-oriented, collaborative, client-focused professional who can work in a dynamic, cross-functional environment and wants to build a foundation in institutional client service within asset management.
Requirements
- University degree preferred; no work experience required.
- Relevant skills include accountability, adaptability, collaboration, communication, continuous improvement, customer engagement, attention to detail, prioritization, problem solving, relationship management, resourcefulness, and strategic thinking.
Responsibilities
- Act as a primary point of contact for routine client inquiries.
- Assist with coordinating client transitions, including onboarding and offboarding, in partnership with relevant Nuveen business partners.
- Support account maintenance activities, such as amendments to account names, fee schedules, benchmarks, and client agreements.
- Assist team members in ensuring ongoing client contractual obligations are met.
- Support fulfillment of ad hoc client inquiries and requests.
- Facilitate and oversee client cash flow requests to ensure proper handling.
- Help manage client communications and provide timely, proactive updates.
- Anticipate client needs and assist in developing strategies to meet and exceed them.
- Update and maintain client and authorized third-party contact information in the CRM application.
- Support client meeting preparation by facilitating the creation of materials.
- Help identify, escalate, and resolve issues affecting the client experience.
- Participate in departmental projects, particularly those focused on mitigating risk, improving operational efficiency, and delivering exceptional client service.
- Assist with preparing weekly, monthly, and quarterly client reports and presentations.
- Support the completion of due diligence and client questionnaires.
Benefits
- Superior retirement program
- Competitive health, wellness, and work-life offerings
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
