Wealth Alternatives Client Service Associate

Client Service Associate will partner closely with teams in product, distribution, operations, technology, shareholder services and others (including 3rd Party Transfer Agents, Fund Administrators & Outside Counsel) to deliver an outstanding client experience to intermediaries, advisors and end-investors in Nuveen’s Alternative investments.

Key Responsibilities and Duties

• Support the Nuveen Sales team in the onboarding and ongoing servicing of clients in the US Wealth Channel including interfacing with Transfer Agent, Fund Administration & Accounting, Nuveen Compliance and Legal, Dealers, Wirehouses, Custodians, Intermediaries, etc
• Provides support and leadership for fund closings, corporate actions, shareholder transactions, capital calls, customer statements & account updates, shareholder tax forms, etc in the US Wealth Channel
• Continually learn and demonstrate knowledge of customer service and operational nuances required to support Alternative investment products in the US Wealth Channel
• Administers the Nuveen Employee Investment Program by coordinating fund closings and communications, maintenance, and organization of membership data, partnering with FinTech providers, etc
• Frequent written and oral interaction with internal and external organizations, including clients in the US Wealth channel and Employee Investment Program

Educational Requirements

• University (Degree) Preferred

Work Experience

• No Experience Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
5IC

Preferred Experience

• 3+ years of Client Service Experience

• 3+ years of experience in the Asset Management Industry

• Bachelor’s degree

• Experience in client onboarding

• Detail oriented

• Self-starter that can manage multiple tasks at the same time

• Proficient in Microsoft Office Suite

• Excellent communication and written skills.

Related Skills

Accountability, Adaptability, Collaboration, Communication, Continuous Improvement Mindset, Customer Engagement, Detail-Oriented, Prioritizes Effectively, Problem Solving, Relationship Management, Resourcefulness, Strategic Thinking

Anticipated Posting End Date:

2025-05-09

Base Pay Range: $60,000/yr. - $100,000/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

_____________________________________________________________________________________________________

Company Overview

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability