Senior Client Services Associate
1 month ago
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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