Senior Client Services Associate

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China TIAA Full time

About Nuveen



Nuveen is the investment management arm of TIAA, one of the largest global asset managers with specialist knowledge across a wide array of asset classes. Our mission is to work in partnership with clients to create outcome-focused solutions and secure their financial future.

Job Title: Senior Client Services Associate



We are seeking a highly skilled Senior Client Services Associate to join our team in Hong Kong. In this role, you will be responsible for delivering exceptional client service, working closely with sales/relationship managers to ensure seamless client interactions, and maintaining accurate databases of client portfolios and documentation.

Key Responsibilities:

• Delivering clear, accurate, and comprehensive responses to client queries and requests for information.

• Partnering with the Client Transitions CoE to onboard/offboard clients/distributors, ensuring smooth processes and issue resolution.

• Managing Salesforce updates and proactively communicating with sales/relationship teams on issues and developments.

• Collaborating with Private Fund Services (CoE) to coordinate, prepare, and attend client operational due diligence meetings.

• Maintaining accurate client distribution lists and providing timely and built-for-purpose client reporting.

Requirements:



To be successful in this role, you will need:

• A minimum of 5+ years of experience in institutional client service in the asset management industry.

• Excellent interpersonal, verbal, and written communication skills.

• Ability to work well on teams and in fast-paced, cross-collaborative environments.

• Detail-oriented and able to solve problems independently.

• Self-starter who can manage multiple tasks simultaneously.

Salary Information:

The estimated salary for this role is $120,000 - $180,000 per annum, depending on experience. We offer a competitive compensation package that includes benefits such as health insurance, retirement plans, and opportunities for professional growth and development.

About Us:



At Nuveen, we are committed to creating outcome-focused solutions for our clients. We believe that our employees have a right to a diverse and inclusive workplace. If you share our values and are passionate about delivering exceptional client service, please submit your application.

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