Senior Associate, Wealth Client Services

The Senior Associate, Wealth Client Services partners with associates across Global Client Services to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under general supervision, the role frequently communicates with clients and focuses on onboarding new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.

Key Responsibilities and Duties

• Coordinate client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners
• Manage account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
• Ensure ongoing client contractual obligations are being met
• Fulfill ad-hoc client inquiries and requests
• Facilitate and oversee client cash flow requests to ensure proper handling
• Manage client communications to ensure timely and proactive updates are provided
• Proactively anticipate client needs and develop strategies for meeting and exceeding those needs
• Update and maintain client and authorized third party contact information via CRM application
• Support client meeting preparation by facilitating creation of materials and attending meetings to address servicing items
• Responsibility for identifying, communicating and resolving problems for any issues affecting the client experience
• Participating in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
• Help with the preparation of reports and other materials for client meetings and attend meetings as needed
• Provide quality control for client reports and requests to ensure accuracy and completeness
• Help investigate and address client inquiries by evaluating client-specific circumstances and collaborating across departments to formulate a response

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

FINRA Registrations

• SRC Indicator: NRF

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
6IC

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:

2025-03-22

Base Pay Range: $64,300/yr. - $103,000/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). 

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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,