At a Glance
- Tasks: Support clients through their investment journey and ensure exceptional service.
- Company: Join Nuveen, a global leader in investment management with a collaborative culture.
- Benefits: Competitive salary, diverse workplace, and opportunities for professional growth.
- Other info: Work in a vibrant London office with a focus on innovation and teamwork.
- Why this job: Make a real impact by enhancing client experiences in a dynamic financial environment.
- Qualifications: Degree-educated with 1-3 years in client-facing financial roles.
The predicted salary is between 29700 - 36300 £ per year.
The Client Service Associate is primarily responsible for supporting EMEA institutional clients invested across Nuveen's private and public market platform through the full client lifecycle. The role handles day-to-day client communication, investor onboarding, and reporting, and works closely with investment teams, distribution, and other internal stakeholders to deliver an exceptional client experience.
Key responsibilities
- Serve as dedicated point of contact for day-to-day client queries, responding promptly and escalating concerns as needed.
- Proactively support clients and build knowledge of relevant investment strategies and products.
- Oversee the onboarding of new investors whilst ensuring AML/KYC and compliance obligations are met.
- Coordinate and attend client events, including Investor Days, Investor Committee meetings, webinars, and site visits.
- Review and distribute investment and customised investor reports, ensuring accuracy and meeting deadlines.
- Liaise with Finance, Legal, Distribution, Compliance, and third-party custodians and administrators.
- Prepare supporting materials for client meetings and maintain CRM data.
- Support projects that reduce risk, improve efficiency, or enhance client service.
- Monitor regulatory changes relevant to the role.
Role Requirements
- Degree-educated.
- 1–3 years' experience in financial services, including a client-facing role.
- Experience and knowledge of private and public market asset classes (real estate, real assets, fixed income, equities).
- Proven experience managing client relationships.
- Strong attention to detail, organization, and prioritization.
- Able to work independently and as part of a team to meet goals.
- Fluent English; German is desirable but not required.
- Proficient in Microsoft Office.
- Experience using AI tools and automation to streamline processes and improve efficiency (desirable).
This role requires no regulatory designation.
Nuveen is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
Client Experience, Client Service Associate, Based in London employer: Teachers Insurance and Annuity Association
Nuveen is an exceptional employer that fosters a collaborative and innovative work culture, particularly for the Campaign Manager role based in London. With a strong emphasis on employee growth, associates are equipped with future-focused skills and AI tools, ensuring they thrive in a dynamic environment. The company's commitment to meaningful learning experiences and a shared purpose empowers employees to make a lasting impact on clients and communities alike.
Contact Details:
Teachers Insurance and Annuity Association Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Experience, Client Service Associate, Based in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Teachers Insurance and Annuity Association. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Teachers Insurance and Annuity Association.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Teachers Insurance and Annuity Association. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Client Experience, Client Service Associate, Based in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Teachers Insurance and Annuity Association and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Teachers Insurance and Annuity Association how you can be a team player!
How to prepare for a job interview at Teachers Insurance and Annuity Association
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Teachers Insurance and Annuity Association.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Teachers Insurance and Annuity Association's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
