Associate, Wealth Client Services

Nuveen, a TIAA company

Base: $48,000pyr - $65,300pyr; bonus/equity: pyrti...
Client onboarding and offboarding coordination
Account maintenance support
Fulfilling client inquiries and requests
The 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 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.
  • This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.
  • Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

Matching Summary

The 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.

Salary

Base: $48,000/yr - $65,300/yr; Bonus/Equity: Participation in an incentive program linked to performance; Benefits: Comprehensive Total Rewards package including retirement, health, wellness, and work-life offerings

Skills & Requirements

Must-have

  • Client onboarding and offboarding coordination
  • Account maintenance support
  • Fulfilling client inquiries and requests
  • Managing client communications
  • Updating client contact information via CRM
  • Preparing client meeting materials
  • Client report and presentation preparation

Nice-to-have

  • Proactively anticipate client needs
  • Develop strategies for client needs
  • Mitigate risk and improve operational efficiency
  • Deliver exceptional client service
  • Collaborate across enterprise teams

Key Requirements

  • University Degree Preferred
  • No Experience Required
  • Sedentary Work

Work Rights

Not specified

Tailored Resume

Cover Letter