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
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We think you need these skills to ace Client Experience, Client Service Associate, Based in London
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