Global Client Experience, Client Services Associate, Based in Frankfurt (m/f/d)

TIAA; Frankfurt; Hybrid; EUR 42.000 - 68.000; Vollzeit

Zusammenfassung

Nuveen, a global investment leader and an arm of TIAA, seeks a Client Service Associate to support institutional and high net worth clients in the EMEA region from Frankfurt and London. You will help onboard new investors, deliver client reports, and collaborate with Finance, Legal, and Compliance to ensure a seamless client experience.

Working within a cross-functional team across the enterprise, you will manage relationships, coordinate events, and stay abreast of regulatory changes to drive

Qualifikationen

• 1–3 years of experience in the financial services industry in a client-facing role.
• Experience with private and public market asset classes (Real Estate, Real Assets, Fixed Income, Equities).
• Proven ability to manage client relationships in Investment Management.
• Strong organizational skills with ability to multi-task and meet deadlines.
• Fluent in English and German (written and spoken).
• Proficient in Microsoft Office Suite.

Aufgaben

• Support onboarding of new client accounts and distribute reports.
• Respond to client queries promptly and manage projects with internal and external stakeholders.
• Maintain regular contact to anticipate client requirements and communicate concerns to Senior Client Services Manager and investment teams.
• Coordinate and attend fund-related events, such as Investor Days and investor committee meetings.
• Review and distribute regular investment reports; ensure accuracy and meet deadlines.
• Liaise with Finance, Legal, Distribution, Compliance and third-party custodians.
• Assist with presentations and supporting materials for client meetings.
• Maintain databases and compile business metrics.
• Stay updated on regulatory changes.

Kenntnisse

Financial services experience

Client relationship management

Attention to detail

Team player

Fluent English and German

MS Office proficiency

Ausbildung

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

Jobbeschreibung

Overview of the Role

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. Under supervision, the role communicates with clients and focuses on supporting the onboarding of 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.

More specifically, the Client Service Associate, as part of the broad EMEA client service team based in Frankfurt and London, will support institutional clients domiciled in EMEA covering Real Assets as well as Equity and Fixed Income mandates partnering with other employees globally.

Responsibilities include

• Work effectively with specific fund teams, building relationships and knowledge of the funds to support our investors proactively

• Support in managing existing client relationships: responding to client queries and requests promptly and effectively, working with clients on projects and issues, ensuring that the client expectations are met and the client experience is positive

• Proactively anticipate clients’ requirements by maintaining regular contact and communicating any concerns to the Senior Client Services Manager and the respective investment teams

• Co-ordination, organization of and attendance at fund related events, e.g. planning of Investor Days, Investor Committee meetings, webinars, site visits

• Review and distribution of regular investment reports or customized investor reports ensuring accuracy and completeness; these must meet set timeframes and client deadlines and add value where possible

• Manage the relationship with internal or external stakeholders, including Finance, Legal, Distribution, Compliance, third party custodians etc.

• Onboarding of new investors

• Ensuring AML / KYC and compliance obligations are met and kept up to date in line with corporate policy and in accordance with local regulation

• Assist with the preparation of presentations and supporting materials for client meetings

• Database maintenance and compilation of business metrics

• Liaising with third parties to ensure technical support is received on all issues concerning administration, investment accounting and custody

• Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service

• Keeping up to date with any regulatory changes

Required Skills

• Degree educated

• 1-3 years of experience in the Financial Services Industry, with proven experience in a similar client facing function

• Experience and knowledge within private and public market asset classes (Real Estate, Real Assets, Fixed Income, Equities)

• Proven experience of managing client relationships within Investment Management

• Attention to detail; Strong organizational skills and ability to prioritize tasks with the ability to multi-task and work efficiently to meet client deliverables

• Strong team player, must be highly motivated and capable of working independently to achieve team performance targets

• Fluent in English and German (written and speaking)

• Proficient in Microsoft Office Suite

Related SkillsAccountability, Adaptability, Collaboration, Communication, Continuous Improvement Mindset, Customer Engagement, Detail-Oriented, Prioritizes Effectively, Problem Solving, Relationship Management, Resourcefulness, Strategic Thinking

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Company Overview

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy.Visit www.nuveen.com to learn more about us.

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. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

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