Institutional Client Service Associate | Onboarding & Ops

Nuveen; United States; On-site; USD 75,000 - 85,000; Full time

Job summary

Nuveen is seeking a Client Service Associate in the United States to support day-to-day client service activities and partner with internal teams to deliver a seamless client experience.

Under guidance from senior team members, you will coordinate client transitions, assist with account maintenance, and respond to client inquiries while maintaining professional, proactive communication across the enterprise.

Qualifications

• University degree required.
• No prior experience required.
• Sedentary work; standard office environment.

Responsibilities

• Serve as primary point of contact for routine inquiries.
• Coordinate client transitions (onboarding/offboarding) with Nuveen partners.
• Support account maintenance activities (amendments, fee schedules, benchmarks, client agreements).
• Assist team to meet contractual obligations.
• Handle ad-hoc client inquiries and requests.
• Facilitate client cash flow requests and updates.
• Prepare materials for client meetings and ensure timely communication.

Skills

Communication

Collaboration

Relationship Management

Accountability

Adaptability

Continuous Improvement Mindset

Customer Engagement

Detail‑Oriented

Prioritizes Effectively

Problem Solving

Resourcefulness

Strategic Thinking

Education

University (Degree)

Job description

Nuveen is seeking a Client Service Associate in the United States to support day-to-day client service activities and partner with internal teams to deliver a seamless client experience.

Under guidance from senior team members, you will coordinate client transitions, assist with account maintenance, and respond to client inquiries while maintaining professional, proactive communication across the enterprise.