Strategic Institutional Client Services Associate

TIAA; Charlotte (NC); Presencial; USD 75.000 - 85.000; Jornada completa

Descripción de la vacante

Nuveen in Charlotte, NC, seeks an Institutional Client Service Associate to support the North America institutional business. The CSA coordinates workflows, communicates with clients and internal partners, and helps maintain client relationships across the lifecycle.

The role emphasizes proactive service, onboarding, account maintenance, and cross-functional collaboration with Distribution, Relationship Management, and Portfolio Management teams.

Formación

• No experience required; suitable for entry level to early-career candidates.
• Bachelor's degree preferred, with focus on business or finance.
• Strong client-service orientation and cross-functional collaboration.

Responsabilidades

• Serve as primary contact for routine client inquiries and workflow coordination.
• Assist onboarding/offboarding and account maintenance activities in collaboration with partners.
• Support client reporting, documentation, and adherence to contractual obligations.

Conocimientos

Accountability

Adaptability

Collaboration

Communication

Continuous Improvement Mindset

Customer Engagement

Detail-Oriented

Prioritizes Effectively

Problem Solving

Relationship Management

Resourcefulness

Strategic Thinking

Educación

University (Degree) Preferred

Descripción del empleo

Nuveen in Charlotte, NC, seeks an Institutional Client Service Associate to support the North America institutional business. The CSA coordinates workflows, communicates with clients and internal partners, and helps maintain client relationships across the lifecycle.

The role emphasizes proactive service, onboarding, account maintenance, and cross-functional collaboration with Distribution, Relationship Management, and Portfolio Management teams.