Senior Associate, Wealth Client Services

Role Overview

• 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

Requirements

• 2+ Years Required; 3+ Years Preferred
• University (Degree) Preferred
• FINRA Registrations

Benefits

• Superior retirement program
• Highly competitive health, wellness and work life offerings