Strategic Institutional Client Service Associate

Nuveen

Charlotte (NC)

On-site

USD 75,000 - 85,000

Full time

3 days ago

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Job summary

Nuveen is seeking an Institutional Client Service Associate in Charlotte to support our North America institutional business throughout the client lifecycle. The CSA works with Distribution, Relationship Management, Portfolio Management, and operations teams to deliver accurate, proactive service.

Under guidance from senior team members, you will coordinate onboarding and offboarding, assist with account maintenance, respond to routine inquiries, prepare client reports, and help mitigate risk

Qualifications

University (Degree) Preferred.
No Experience Required.

Responsibilities

Act as primary point of contact for routine inquiries.
Coordinate onboarding/offboarding in collaboration with Nuveen business partners.
Support account maintenance activities (name changes, fee schedules, benchmarks, client agreements).
Assist team to ensure ongoing client contractual obligations are met.
Fulfill ad-hoc client inquiries and requests.
Facilitate and oversee client cash flow requests and updates.
Prepare weekly, monthly and quarterly client reports/presentations.
Assist with due diligence and client questionnaires.

Skills

Accountability

Adaptability

Collaboration

Communication

Continuous Improvement Mindset

Customer Engagement

Detail-Oriented

Prioritizes Effectively

Problem Solving

Relationship Management

Resourcefulness

Strategic Thinking

Education

Bachelor's degree

Job description

Under guidance from senior team members, you will coordinate onboarding and offboarding, assist with account maintenance, respond to routine inquiries, prepare client reports, and help mitigate risk

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