Associate - Client Services

Nuveen; Pune District; On-site; INR 700,000 - 1,000,000; Full time

Job summary

Nuveen, a leading global investment manager, seeks Sr Client Service Associate I to support institutional and high net worth clients. You will onboard new accounts, prepare and deliver reports, and collaborate with partners to address client needs across the lifecycle.

Under supervision, you will manage client communications, ensure accuracy of reports, and contribute to exceptional client service as part of the broader TIAA Nuveen ecosystem.

Qualifications

• University degree preferred.
• 2+ years of work experience required; 3+ years preferred.

Responsibilities

• Manages inbound/outbound client communications via CRM system.
• Gathers and personalizes documents for client onboarding.
• Prepares reports and materials for client meetings.
• Generates large volume of quarterly client reports for clients and service providers.
• Provides quality control for client reports and requests.
• Completes due diligence and client questionnaires.
• Maintains database and compiles business metrics.
• Addresses client inquiries by evaluating circumstances and coordinating across departments.
• Escalates complex client experience issues to the relationship manager.

Job description

Sr Client Service Associate I

The Senior Client Service Associate I partners with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients investing in 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.

Key Responsibilities and Duties

• Manages inbound/outbound client communication (emails and phone calls) via the client relationship management system.


• Works with internal business partners to gather and personalize documents for client onboarding.


• Helps with the preparation of reports and other materials for client meetings and attend meetings as needed.


• Generates a large volume of custom quarterly reports to clients, consultants and service providers.


• Provides quality control for client reports and requests to ensure accuracy and completeness.


• Completes due diligence and client questionnaires.


• Provides database maintenance and compilation of business metrics.


• Investigates and addresses client inquiries by evaluating client-specific circumstances and collaborating across departments to formulate response and communicate findings to the relationship manager.


• Serves as point of escalation for complex issues involving client experience.

Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Related Skills Accountability, Adaptability, Collaboration, Communication, Continuous Improvement Mindset, Customer Engagement, Detail-Oriented, Group Problem Solving, Prioritizes Effectively, Relationship Management, Resourcefulness, Strategic Thinking

Company Overview

TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space. Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity. We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. 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 everyday. 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. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: [phone] Email: [e-mail]

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box