Senior Client Service Analyst, Investments Senior Client Service Analyst, Investments …

in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Senior Client Service Analyst, Investments
All companies + Hiring difference makers. ☰ Sr. Client Service Analyst, Traditional Investments (Charotte or Chicago) New 💼 Nuveen 📅 3 days ago Post Date Apply for Job Share this Job


Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives.  Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future.  For more information about the firm please visit our website at

The Nuveen Advisory Services Client Services (NAS CS) team partners with the Distribution and Relationship Management teams in servicing Institutional and High Net Worth clients invested in Nuveens products. The NAS CS team is critical to the success of the business in several ways including onboarding new client accounts, delivering ongoing communications and reports to clients, working with Nuveen business partners to service clients throughout the client lifecycle, and collaborating with relationship management to deliver a distinctive client experience.


The Client Service Analyst is critical to the success of the Institutional business in several ways: interactions with clients, working with Nuveen business partners to service clients throughout the client life cycle, and partnering with Relationship Management to deliver a distinctive client experience.


Manage inbound/outbound client communication (emails and phone calls) via the CRM system with oversight from senior staff 
Work with internal business partners to gather and personalize documents for client onboarding. 
Help with the preparation of reports and other materials for client meetings
Generate a large volume of custom weekly, monthly and quarterly reports to clients, consultants and service providers. 
Provide quality control for client reports and requests. 
Responsible for completing due diligence and client questionnaires. 
Database maintenance and compilation of business metrics.
Investigate and address client inquiries with support/oversight from senior staff by evaluating client-specific circumstances and collaborating across departments to formulate response; communicate findings to senior staff
Provide other business support, as needed


Bachelors degree with a 3.0 GPA or higher
3+ years of experience in the Asset Management Industry
Client service experience
Detail oriented (nothing gets past you)
Self-starter that can manage multiple tasks at the same time
Proficient in Microsoft Office Suite
Excellent communication and written skills.

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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Additional Information
  • Requisition ID: 1730330
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