Associate, Institutional Client Service
Nuveen, a TIAA company
New York, NYFresher1h agovia LinkedIn
About the Role
The Institutional Client Service Associate (CSA) supports Nuveen's North America institutional business by delivering an exceptional client experience across the client lifecycle. The CSA acts as a connection between clients and Nuveen's organization, partnering with Distribution, Relationship Management, Portfolio Management, and enterprise resources such as Operations, Legal and Compliance, RFP, Reporting, and Onboarding teams. This role is for a detail-oriented, collaborative, and client-focused professional in a dynamic, cross-functional environment seeking to build a foundation in institutional client service within the asset management industry.
Key Responsibilities
- Act as a primary point of contact for routine inquiries.
- Assist in coordinating client transitions (onboarding, offboarding) with relevant Nuveen business partners.
- Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements).
- Ensure ongoing client contractual obligations are met.
- Support the fulfillment of ad-hoc client inquiries and requests.
- Facilitate and oversee client cash flow requests.
- Manage client communications to provide timely and proactive updates.
- Proactively anticipate client needs and assist in developing strategies to meet and exceed them.
- Update and maintain client and authorized third-party contact information via CRM.
- Support client meeting preparation by facilitating the creation of materials.
- Identify, escalate, and resolve problems affecting the client's experience.
- Participate in relevant departmental projects focused on mitigating risk, improving operational efficiency, and delivering client service.
- Assist in preparing weekly, monthly, and quarterly client reports and presentations.
Requirements & Tech Stack
- CRM application for contact information maintenance.
Qualifications
- University Degree (Preferred)
- Sedentary Work physical requirements.
Related Skills
- Accountability
- Adaptability
- Collaboration
- Communication
- Continuous Improvement Mindset
- Customer Engagement
- Detail-Oriented
- Prioritizes Effectively
- Problem Solving
- Relationship Management
- Resourcefulness
- Strategic Thinking