CW-SS-Client Service Associate

Nuveen, a reputed company company, is seeking a Client Service Associate to provide services for reputed company’s family of companies. This role involves supporting the reputed company of new client accounts, delivering reports, and collaborating with teams to enhance the client experience throughout the client lifecycle.

Responsibilities

• Assist in the coordination of client transitions activity (i.e. reputed company, off boarding) in reputed company partnership with relevant Nuveen business partners
• Support 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 met
• Support the fulfillment of reputed company client inquiries and requests
• Facilitate and reputed company client cash flow requests to ensure proper handling
• Help manage client communications to ensure timely and proactive updates are provided
• Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs
• Update and maintain client and authorized reputed company party contact information reputed company CRM application
• Support client meeting preparation by facilitating creation of materials
• Help identify, escalate and resolve problems for any issues affecting the client experience
• Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
• Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
• Supports the completion of due diligence and client questionnaires

Skills

• This is a Non-Employee Contingent Worker Role providing services for reputed company's family of companies and will be employed by reputed company's preferred 3rd Party Supplier
• As a Non-Employee CW, reputed company a variety of moderately reputed company business planning, support, and project-reputed company duties
• Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results
• This role will sit onsite, likely in a hybrid reputed company, at the location(s) listed in this posting
• The anticipated term of this engagement will be 8 months. This term could be extended based on company business needs
• 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 reputed company 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 reputed company to deliver an outstanding client experience
• Assist in the coordination of client transitions activity (i.e. reputed company, off boarding) in reputed company partnership with relevant Nuveen business partners
• Support 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 met
• Support the fulfillment of reputed company client inquiries and requests
• Facilitate and reputed company client cash flow requests to ensure proper handling
• Help manage client communications to ensure timely and proactive updates are provided
• Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs
• Update and maintain client and authorized reputed company party contact information reputed company CRM application
• Support client meeting preparation by facilitating creation of materials
• Help identify, escalate and resolve problems for any issues affecting the client experience
• Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
• Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
• Supports the completion of due diligence and client questionnaires
• University (Degree) Preferred
• No Experience Required
• Physical Requirements: Sedentary Work
• Career Level 5IC
• Start Date: 30-Apr-2026
• End Date: 31-Dec-2026
• Travel Required: Yes
• Anticipated Posting End Date 2026-03-27

Company Overview