Client Success & Onboarding Associate

Corps Team; New York (NY); On-site; USD 38,000 - 41,000; Full time

Job summary

Corps Team in New York, NY is seeking a Contract Client Service Associate to support onboarding, client reporting, and account maintenance. The role collaborates with Global Client Group teams to service institutional and high net worth clients and ensure an outstanding client experience.

Under supervision, you will handle client communications, assist with account updates, and help prepare weekly, monthly, and quarterly client materials while coordinating with business partners across the

Qualifications

• University degree preferred.
• No experience required.

Responsibilities

• Assist in coordinating client transitions activity (onboarding/offboarding) with Nuveen business partners.
• Support account maintenance activities (amendments to name, fee schedules, benchmarks, client agreements).
• Assist team members to ensure ongoing client contractual obligations are met.
• Support ad-hoc client inquiries and requests.
• Prepare weekly, monthly and quarterly client reports and presentations.

Education

University degree preferred

Job description

Corps Team in New York, NY is seeking a Contract Client Service Associate to support onboarding, client reporting, and account maintenance. The role collaborates with Global Client Group teams to service institutional and high net worth clients and ensure an outstanding client experience.

Under supervision, you will handle client communications, assist with account updates, and help prepare weekly, monthly, and quarterly client materials while coordinating with business partners across the