BlackRock
Client Service Associate(m/w/x)
Full-timeOn-siteExperienced
Frankfurt am Main
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NUNuveen
Senior Client Services Associate(m/w/x)
Frankfurt am Main
Full-timeOn-siteSenior
Nejo AI Summary
Onboarding funds with new distribution partners and coordinating documentation. 4-6 years investment management experience required. Daily client requests and mailbox management.
Requirements
- 4-6 years investment management experience
- EMEA wealth/wholesale/retail distribution or client service experience
- Strong problem-solving skills
- High accountability and attention to detail
- Collaborative working style and effective communication
- Strong client service orientation and proactive approach
- Bachelor's Degree from recognized institution
- Previous client services and/or fund operations experience preferred
- Familiarity with wealth distribution channels and platforms advantageous
- Intermediate MS Office Suite proficiency
- Experience with CRM tools like Salesforce
- Ability to craft effective prompts for conversational AI tools advantageous
- Comfortable learning new systems and databases
- Excellent written and verbal communication skills
- Ability to present information clearly and professionally
- Strong organizational skills and meticulous attention to detail
- Ability to prioritize tasks and manage multiple workstreams
- Capable of multitasking to meet client deliverables and deadlines
- Highly motivated individual with strong initiative
- Capability to work independently and seek guidance
- Ability to perform well under pressure and adapt to changing priorities
- Strong team player with effective collaboration skills
- Willingness to support team objectives and contribute to positive culture
- Demonstrate behavior consistent with Company Values
- No regulatory designation required
Tasks
- Support onboarding of funds with new distribution partners
- Coordinate documentation and communications for fund onboarding
- Act as a key contact for platform providers
- Ensure Nuveen funds are accurately represented on platforms
- Manage inbound client requests and mailbox correspondence
- Collaborate with Distribution to resolve client queries
- Support fund offering and investor onboarding for employee investment program
- Develop expertise in Transfer Agent and Service Manager processes
- Escalate issues related to account opening delays
- Maintain accurate representation of Nuveen's UCITS platform
- Update data across external databases and internal systems
- Support Distribution and Product teams with documentation
- Ensure accurate record-keeping for client onboarding
- Lead documentation and maintenance of recurring processes
- Train Reporting Team on recurring processes
- Monitor and maintain data accuracy across internal applications
- Identify opportunities to improve client servicing processes
- Recommend enhancements to data management processes
- Assist with compliance for evolving regulatory requirements
- Support Product and Legal/Compliance teams on regulatory projects
- Handle client communications for strategic initiatives
- Manage operational tasks for new product launches
- Contribute to change management activities
- Understand needs of European clients, distributors, and platforms
- Provide responsive service to European clients
- Assist in client onboarding activities
- Ensure adherence to service-level goals
- Provide feedback on internal projects from a client perspective
- Identify service issues
- Resolve service issues with colleagues
- Support sales teams on new business development
- Provide timely responses to sales queries
- Address operational barriers to new business
Work Experience
- 4 - 6 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
Tools & Technologies
- MS Office Suite
- MS Word
- MS Excel
- MS PowerPoint
- Salesforce
- Conversational AI tools
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Nuveen and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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NUNuveen
Senior Client Services Associate(m/w/x)
Frankfurt am Main
Full-timeOn-siteSenior
Nejo AI Summary
Onboarding funds with new distribution partners and coordinating documentation. 4-6 years investment management experience required. Daily client requests and mailbox management.
Requirements
- 4-6 years investment management experience
- EMEA wealth/wholesale/retail distribution or client service experience
- Strong problem-solving skills
- High accountability and attention to detail
- Collaborative working style and effective communication
- Strong client service orientation and proactive approach
- Bachelor's Degree from recognized institution
- Previous client services and/or fund operations experience preferred
- Familiarity with wealth distribution channels and platforms advantageous
- Intermediate MS Office Suite proficiency
- Experience with CRM tools like Salesforce
- Ability to craft effective prompts for conversational AI tools advantageous
- Comfortable learning new systems and databases
- Excellent written and verbal communication skills
- Ability to present information clearly and professionally
- Strong organizational skills and meticulous attention to detail
- Ability to prioritize tasks and manage multiple workstreams
- Capable of multitasking to meet client deliverables and deadlines
- Highly motivated individual with strong initiative
- Capability to work independently and seek guidance
- Ability to perform well under pressure and adapt to changing priorities
- Strong team player with effective collaboration skills
- Willingness to support team objectives and contribute to positive culture
- Demonstrate behavior consistent with Company Values
- No regulatory designation required
Tasks
- Support onboarding of funds with new distribution partners
- Coordinate documentation and communications for fund onboarding
- Act as a key contact for platform providers
- Ensure Nuveen funds are accurately represented on platforms
- Manage inbound client requests and mailbox correspondence
- Collaborate with Distribution to resolve client queries
- Support fund offering and investor onboarding for employee investment program
- Develop expertise in Transfer Agent and Service Manager processes
- Escalate issues related to account opening delays
- Maintain accurate representation of Nuveen's UCITS platform
- Update data across external databases and internal systems
- Support Distribution and Product teams with documentation
- Ensure accurate record-keeping for client onboarding
- Lead documentation and maintenance of recurring processes
- Train Reporting Team on recurring processes
- Monitor and maintain data accuracy across internal applications
- Identify opportunities to improve client servicing processes
- Recommend enhancements to data management processes
- Assist with compliance for evolving regulatory requirements
- Support Product and Legal/Compliance teams on regulatory projects
- Handle client communications for strategic initiatives
- Manage operational tasks for new product launches
- Contribute to change management activities
- Understand needs of European clients, distributors, and platforms
- Provide responsive service to European clients
- Assist in client onboarding activities
- Ensure adherence to service-level goals
- Provide feedback on internal projects from a client perspective
- Identify service issues
- Resolve service issues with colleagues
- Support sales teams on new business development
- Provide timely responses to sales queries
- Address operational barriers to new business
Work Experience
- 4 - 6 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
Tools & Technologies
- MS Office Suite
- MS Word
- MS Excel
- MS PowerPoint
- Salesforce
- Conversational AI tools
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Nuveen and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Nuveen
Industry
FinancialServices
Description
Nuveen is the investment management arm of TIAA, a global asset manager specializing in fixed income, equities, and alternatives. They partner with clients to create outcome-focused solutions for financial security.
Not a perfect match?
- BlackRock
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