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TIAA Sr. Client Service Analyst, US Wealth & Alts in CHARLOTTE, North Carolina

COMPANY OVERVIEW:

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

POSITION SUMMARY:

As part of Nuveen’s global distribution efforts for Wealth and Institutional clients, we are focused on growing our alternatives product offerings with US Wealth clients. To support this effort, we are creating a team within our Global Client Services organization dedicated to the onboarding and ongoing servicing of wealth platforms, advisors and end-investors in these products and strategies.

In this highly cross-functional role, you will partner closely with teams in product, distribution, operations, technology, shareholder services and others (including 3 rd Party Transfer Agents and Fund Administrators) to build the client servicing capabilities required to deliver an outstanding client experience to intermediaries, advisors and end-investors in our alternatives products. This team also oversees and administers onboarding and support for Nuveen’s Employee Investment Program.

KEY RESPONSIBILITIES AND DUTIES:

• Maintaining a first-class client service

• Supports the onboarding of new investors including interfacing with Legal, Advisory Sales and Relationship Management

• Day-to-day team responsibility for collaborating with accounting and third-party fund administrators to ensure execution of investor production activity and reporting obligations for 3rd party private funds and tracking until completion.

• Frequent written and oral interaction with internal and external organizations, including institutional and high net wealth investors

• Serves as key client service contact in new product fund launches

• Managing existing client relationships: responding to client queries and requests promptly and effectively working with clients on inquiries and ensuring client expectations are met

• Point of escalation for complex production issues. Responsible for identifying and resolving complex problems and transactions for issues involving client experience

• Serves as a key member in team projects as needed while contributing to overall project objectives.

QUALIFICATIONS:

Technical Skills & Qualifications Required

• Bachelor’s Degree required

• Experience in client servicing activities desired

• 7+ years’ investment experience in agriculture, real assets, or private equity

• Knowledge of MS Word, Excel and PowerPoint

Competencies Required

• Excellent oral and written skills. Strong relationship management skills

• Attention to detail; Strong organizational skills and ability to prioritize tasks

• Must be highly motivated and capable of working independently

• Be a strong team player

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the.

If you need assistance applying due to being visually or hearing impaired, please email.

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.

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: 1728249

Company: Nuveen

Post Date: Oct 16, 2020

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