Sr Associate, Wealth Client Services

TIAA • Chicago, IL

7d

About The Position

Client Services Professional The Senior Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under general supervision, the role frequently communicates with clients and focuses on onboarding new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.

Requirements

• 2+ Years Required

Nice To Haves

• University (Degree) Preferred
• 3+ Years Preferred

Responsibilities

• Coordinate client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners
• Manage account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
• Ensure ongoing client contractual obligations are being met
• Fulfill ad-hoc client inquiries and requests
• Facilitate and oversee client cash flow requests to ensure proper handling
• Manage client communications to ensure timely and proactive updates are provided
• Proactively anticipate client needs and develop strategies for meeting and exceeding those needs
• Update and maintain client and authorized third party contact information via CRM application
• Support client meeting preparation by facilitating creation of materials and attending meetings to address servicing items
• Responsibility for identifying, communicating and resolving problems for any issues affecting the client experience
• Participating in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
• Help with the preparation of reports and other materials for client meetings and attend meetings as needed
• Provide quality control for client reports and requests to ensure accuracy and completeness
• Help investigate and address client inquiries by evaluating client-specific circumstances and collaborating across departments to formulate a response

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level