Senior Client Service Manager, Wealth,Program Senior Client Service Manager, Wealth,Program …

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 Manager, Wealth,Program
All companies + Hiring difference makers. ☰ Sr Client Service Manager, US Wealth Alternatives & EIP Program New Nuveen 2 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
Overview of the Role
Building and providing a first class Client Service function globally. The Client Services Manager will be responsible for maintaining day-to-day contact with our clients, responding to events, writing and issuing client communications, co-ordinating investment reporting and any fund related activities, The main objective from a team perspective is to ensure that our investors receive excellent client service.

Key responsibilities will include:
Maintaining a first class client service
Working with specific fund teams, building relationships and knowledge of the funds to support our investors proactively
Managing existing client relationships: ensuring contact plan activities are carried out, responding to client queries and requests promptly and effectively, working with clients on issues and projects, ensuring client expectations are met
Proactively anticipate clients requirements by maintaining regular contact and communicate any concerns to the fund team
Co-ordination and compilation of the quarterly investment reports ensuring accuracy and complete reports; these must meet set timeframes and client deadlines and add value where possible
Organisation and co-ordination of fund and where appropriate corporate related events e.g. Investor Days, webinars, site visits, exhibitions
Maintaining information on the in-house client relationship management system 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 capital raising for existing funds
Managing relationships with internal stakeholders investment teams, finance, performance, research, sustainability, legal, risk, marketing, distribution and compliance
Ensuring AML / KYC and compliance obligations are met and kept up to date in line with corporate policy and in accordance with local regulation
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
Providing support to investors as required during the secondary market trading process as appropriate
Participation in any team related projects as required
Keeping up to date with any regulatory changes
Technical Skills & Qualifications Required
Degree educated
Experience in institutional client services
Good knowledge of MS Word, Excel and PowerPoint
Must be computer literate and able to work with bespoke systems (training will be provided as required)

Competencies Required
Good communication skills
Strong project management skills
Must be highly motivated and capable of working independently with the ability to perform well under pressure
Be a strong team player
Act in line with Nuveens Company Values

Additional Information
  • Requisition ID: 1728248
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