TIAA Client Service Analyst in CHARLOTTE, North Carolina
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.
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 supporting relationship management.
Manage inbound/outbound client communication (emails and phone calls) via the CRM system with oversight from senior staff
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
Bachelor's degree with a GPA of 3.0 or higher
3+ years of experience in the Financial Services industry
Client service experience
Detail oriented (nothing gets past you)
Self-starter that can manage multiple tasks atthe same time
Proficient in Microsoft Office Suite
Excellent communication and written skills.
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- Requisition ID: 1722770
Post Date: Nov 05, 2019