Client Service Associate

Job Title: Client Service Associate

The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing, the company's products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of 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

• Assist in the coordination of client transitions activity (onboarding, offboarding) in close partnership with relevant Nuveen business partners
• Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
• Assist team members to ensure ongoing client contractual obligations are being met
• Support the fulfillment of ad-hoc client inquiries and requests
• Facilitate and oversee client cash flow requests to ensure proper handling
• Help manage client communications to ensure timely and proactive updates are provided
• Proactively anticipate client needs and assist in the development of 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
• Help identify, escalate and resolve problems for any issues affecting the client experience
• Participate in relevant projects across the department, particularly those which mitigate risk, improve operational efficiency, and deliver exceptional client service
• Assist to ensure preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
• Support the completion of due diligence and client questionnaires

Education & Experience

• Educational Requirements: University degree preferred
• Work Experience: No experience required

Physical Requirements

• Sedentary work

Career Level

5IC

Anticipated Posting End Date

2026-05-27

Compensation

Base Pay Range: $48,000/yr - $65,300/yr

Actual base salary may vary based upon 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 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).

The organization is part of TIAA and Nuveen. Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company. We invest in growth across assets to provide clients with reliability, access and foresight. Visit www.nuveen.com to learn more.

Our Culture and Benefits

We are guided by values that influence every decision and how we work to serve clients daily. We foster a collaborative in-office environment and encourage learning and development. We offer a comprehensive Total Rewards package including a superior retirement program and competitive health, wellness, and work-life offerings. To learn more about benefits, review our Benefits Summary.

Equal Opportunity: We are an Equal Opportunity Employer. TIAA does not discriminate on age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. For more information, visit our careers home page and read about your rights and government notices here.

Accessibility & Privacy

TIAA offers support for applicants who need assistance with the online application process. For a reasonable accommodation, contact accessibility support:

• Phone: (800) 842-2755
• Email: accessibility.support@tiaa.org

Privacy notices: For applicants of TIAA, Nuveen and affiliates residing in the US (excluding California), click here. For residents of California, click here. For applicants of TIAA Global Capabilities, click here. For applicants residing in Europe and APAC, click here.