Sr Associate, Wealth Client Services

Nuveen, a TIAA company

Client onboarding and transitions
Account maintenance and updates
Client communication and reporting
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

Job Summary

  • 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.
  • Key Responsibilities and Duties Coordinate client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners.
  • Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges.

Matching Summary

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.

Skills & Requirements

Must-have

  • Client onboarding and transitions
  • Account maintenance and updates
  • Client communication and reporting
  • Fulfilling client inquiries and requests
  • CRM application usage

Nice-to-have

  • Proactive client needs anticipation
  • Collaborative enterprise approach
  • Risk mitigation and operational efficiency

Key Requirements

  • 2+ Years Required Work Experience
  • 3+ Years Preferred Work Experience
  • University Degree Preferred

Work Rights

Not specified

Tailored Resume

Cover Letter