Associate - Client Services

Nuveen; Pune District; Sur place; INR 600 000 - 900 000; Plein temps

Résumé du poste

Nuveen is seeking a Sr Client Service Associate I to support Institutional and High Net Worth clients through onboarding, reporting, and ongoing service throughout the client lifecycle.

The role collaborates with Distribution and Relationship Management teams, handling client communications, preparing tailored reports, and addressing complex inquiries to ensure a seamless client experience. A university degree is required with 2+ years of relevant experience.

Qualifications

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

Responsabilités

• Manages inbound/outbound client communication via CRM.
• Gathers and personalizes documents for client onboarding with internal partners.
• Prepares reports and materials for client meetings and attends meetings as needed.
• Generates a large volume of custom quarterly reports for clients, consultants and service providers.
• Provides quality control for client reports and requests to ensure accuracy and completeness.
• Completes due diligence and client questionnaires.
• Maintains and compiles business metrics in databases.
• Addresses client inquiries by evaluating circumstances and coordinating with departments.

Connaissances

Accountability

Adaptability

Collaboration

Communication

Continuous Improvement

Customer Engagement

Detail-Oriented

Group Problem Solving

Prioritization

Relationship Management

Resourcefulness

Strategic Thinking

Formation

University (Degree)

Description du poste

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

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.

Equal Opportunity Employer

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 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. 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]

Privacy Notices

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Nondiscrimination & Equal Opportunity Employment

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.
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