Client Services Associate

Title: Client Service Associate

Location: Chicago, IL - 333 West Wacker Drive

Hybrid

Pay:$28.48/hr on W2

Job Details

: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

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Key Responsibilities and Duti

• esAssist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partne
• rsSupport 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 m
• etSupport the fulfillment of ad-hoc client inquiries and reques
• tsFacilitate and oversee client cash flow requests to ensure proper handli
• ngHelp manage client communications to ensure timely and proactive updates are provid
• edProactively anticipate client needs and assist in the development of strategies for meeting and exceeding those nee
• dsUpdate and maintain client and authorized third party contact information via CRM applicati
• onSupport client meeting preparation by facilitating creation of materia
• lsHelp identify, escalate and resolve problems for any issues affecting the client experien
• ceParticipate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client servi
• ceAssist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clien
• tsSupports the completion of due diligence and client questionnair