Global Client Services, AVP, Client Services, EMEA, based in Frankfurt (m/f/d)
TIAAAbout the role
About Global Client Services
Global Client Services (GCS) covers Client Services, Private Fund Services, Shareholder Services, Client Transitions, Client Reporting, New Business & Retention Services (a.k.a. RFP), and Business Transformation, and is involved in nearly every facet of the client life cycle. The GCS strategy is to build a global, scalable client service and content delivery platform to keep pace with the growth of the business, to drive better win and retention rates, provide timely and built-for-purpose client and regulatory reporting, and deliver a seamless client experience.
Overview of the Role
Building and providing a first-class Client Service function globally. The AVP, Client Services, EMEA will be responsible for maintaining day-to-day contact with our clients. This will entail building trusted and deep relationships with your clients. You will challenge yourself to understand intricate operating models and outstanding servicing requirements in order to provide a differentiated client experience. Through proactive engagement you will deliver the best of Nuveen to your clients with the goal of exceeding their servicing expectations.
Key responsibilities will include:
Maintaining a first-class client service as key contact for servicing – internally and externally.
Independently lead client meetings where appropriate.
Managing the client relationship through every stage of the life cycle, from assessing pre-win complexity, through to onboarding client mandates and completing ongoing service requirements of our clients and their third parties.
Applying thought leadership to both projects and management of client relationships. Occasionally required to lead on projects representing the client and the team.
Operating as a creative problem solver and building positive relationships with client-facing and non-client-facing teams.
Co-ordination, monitoring and tracking of ad hoc and recurrent investor reporting deliverables.
Partnering with colleagues and functions across Nuveen to innovate, harness technology and enhance operational processes that continue to improve your clients’ servicing experience.
Maintaining information on the in-house client relationship management systems ensuring that it is complete and accurate for each client.
General client relationship management – keeping clients up to date with news and any new initiatives or regulatory considerations/changes.
Liaising with third parties to ensure technical support is received on all issues concerning administration, investment accounting and custody.
Regularly review service standards with those areas of the business which have an impact on client service perceptions. Owning and evolving core operational service offering in partnership with operational groups and key third-party providers.
Participation in any team related projects as required.
Independently lead client meetings and interactions.
Technical Skills & Qualifications Required
Degree educated
Proven client leadership skills and service philosophy
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