Client Service Associate

Corps Team; Charlotte (NC); On-site; USD 36,000 - 39,000; Full time

Job summary

Nuveen is seeking a Client Service Associate for a contract assignment in Charlotte, NC (also in consideration for Chicago, IL or New York, NY). The role supports onboarding of new client accounts, delivers client reports, and collaborates with various teams to service institutional and high-net-worth clients and distributors throughout the client lifecycle.

The ideal candidate has a university degree, with no experience required.

Qualifications

• University degree preferred.
• No Experience Required.

Responsibilities

• Assist in coordination of client onboarding and off boarding with relevant business partners.
• Support account maintenance activities (name changes, fee schedules, benchmarks, client agreements).
• Assist team to ensure ongoing client contractual obligations are met.
• Support ad-hoc client inquiries and requests.
• Facilitate and oversee client cash flow requests for proper handling.
• Help manage client communications to provide timely updates.
• Anticipate client needs and assist in developing strategies to meet them.
• Update client and authorized third party contact information via CRM.
• Support meeting preparation by creating materials.
• Identify, elevate and resolve problems affecting the client experience.
• Participate in projects to mitigate risk and improve operational efficiency and client service.
• Assist in preparation of weekly, monthly and quarterly client reports and presentations.

Education

University degree preferred

Job description

Our client, a large financial services company, is seeking a Client Service Associate for a contract assignment in either Charlotte, NC; Chicago, IL; or New York, NY.

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.

Key Responsibilities and Duties

• Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners
• Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
• Assist team members to ensure ongoing client contractual obligations are being met
• Support the fulfillment of ad-hoc client inquiries and requests
• Facilitate and oversee client cash flow requests to ensure proper handling
• Help manage client communications to ensure timely and proactive updates are provided
• Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs
• Update and maintain client and authorized third party contact information via CRM application
• Support client meeting preparation by facilitating creation of materials
• Help identify, elevate and resolve problems for any issues affecting the client experience
• Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
• Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
• Supports the completion of due diligence and client questionnaires

Requirements

• University degree preferred
• No Experience Required
• Pay Rate- $26.27- $28.27/hour