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- Tasks: Support client onboarding and enhance operational excellence in wealth management.
- Company: Join Nuveen, a global investment leader with a collaborative culture.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real impact in the evolving wealth management sector.
- Qualifications: 4-6 years in investment management and strong client service skills required.
- Other info: Dynamic team atmosphere with opportunities for growth and innovation.
The predicted salary is between 50000 - 65000 £ per year.
Nuveen is in the early stages of establishing its Global Wealth/Retail business, building on its market-leading brand in the US. The Wealth Client Services Senior Associate position is a critical part of the building process, supporting the delivery of scalable EMEA Wealth servicing capabilities and an exceptional client experience to support Nuveen's growth aspirations in the channel. Working closely with Distribution, Product, Technology, Operations, Legal, Compliance and Investments, this role focuses on operational excellence and client service execution.
Primary Roles and Responsibilities:
- Client Service & Relationship Support
- Support the onboarding of funds with new distribution partners, inclusive of FinTech platforms, by coordinating documentation and communications throughout the process in collaboration with Product, Legal, Compliance and Distribution teams.
- Serve as a key point of contact for platform providers such as Allfunds and Clearstream, ensuring Nuveen funds are accurately represented and accessible to interested prospects and clients.
- Manage inbound client requests and mailbox correspondence efficiently, ensuring collaboration with Distribution to resolve all client queries in a timely and professional manner.
- Support regular fund offering and investor onboarding for Nuveen’s international employee investment program.
- Develop strong working knowledge of the dynamics between Nuveen and its Transfer Agents and Service Managers, building operational and technical expertise in associated processes, and escalating issues as necessary (e.g. account opening delays from advisors).
- Data Management & Documentation
- Maintain accurate representation of Nuveen's UCITS platform and associated data across external databases (e.g., Bloomberg, Lipper, FE FundInfo, Morningstar) and internal systems (e.g. RFP repositories).
- Support Distribution and Product teams with the preparation, coordination and maintenance of marketing and regulatory documentation.
- Ensure consistent and accurate record-keeping across all client onboarding activities.
- Lead the documentation and maintenance of recurring processes, and training of the Reporting Team to ensure smooth transition.
- Monitor and maintain data accuracy across multiple internal data applications.
- Operational Excellence & Process Improvement
- Identify opportunities to improve client servicing and data management processes, and recommend enhancements to relevant teams and management.
- Support compliance with evolving regulatory requirements by assisting Product and Legal/Compliance teams with related projects and communications as directed.
- Contribute to strategic initiatives, new product launches, and change management activities by handling associated client communications and operational tasks.
- Stakeholder Collaboration
- Work collaboratively with European clients, distributors, and platforms to understand their needs and provide responsive service.
- Assist in client onboarding activities to ensure adherence to service-level goals and consistent approach across each client channel.
- Provide feedback on internal projects aimed at improving infrastructure, services, digital strategy, and reporting from a client perspective.
- Identify service issues and work with colleagues across teams to resolve them efficiently.
- Support sales teams on new business development initiatives by providing timely responses to queries and helping to address operational barriers to new business.
Experience/Capabilities:
- Minimum of 4-6 years of experience in the investment management industry.
- Experience in EMEA wealth/wholesale/retail distribution or client service with a strong operational focus.
- Strong problem-solving skills and ability to identify and analyze issues with guidance from senior team members.
- High degree of accountability and exceptional attention to detail.
- Collaborative working style and ability to communicate effectively with stakeholders across functions and regions.
- Strong client service orientation with a proactive approach to meeting client needs.
Technical Skills & Qualifications Required:
- Educational Requirements: Bachelor's Degree from a recognized institution.
- Industry Experience: Previous experience in client services and/or fund operations is preferred. Familiarity with wealth distribution channels and platforms is advantageous.
- Computer Proficiency: Intermediate-level proficiency in MS Office Suite, especially MS Word, Excel, and PowerPoint. Experience working with CRM tools such as Salesforce. Ability to craft effective prompts for conversational AI tools is advantageous. Comfortable learning new systems and databases.
- Communication Skills: Excellent written and verbal communication skills. Ability to present information clearly and professionally to internal and external stakeholders.
- Detail Orientation: Strong organisational skills with meticulous attention to detail. Ability to prioritise tasks effectively and manage multiple workstreams. Capable of multitasking to meet client deliverables and deadlines.
- Self-motivation & Independence: Highly motivated individual with strong initiative. Capability to work independently while knowing when to escalate or seek guidance. Ability to perform well under pressure and adapt to changing priorities.
- Team Collaboration: Strong team player with the ability to collaborate effectively with colleagues across different functions and geographies. Willingness to support team objectives and contribute to a positive team culture.
Alignment with Company Values: Must demonstrate behaviour that is consistent with Nuveen's Company Values. This role requires no regulatory designation.
Related Skills: Accountability, Adaptability, Collaboration, Communication, Continuous Improvement Mindset, Customer Engagement, Detail-Oriented, Prioritizes Effectively, Problem Solving, Relationship Management, Resourcefulness, Strategic Thinking.
EMEA Wealth Client Services Senior Associate employer: TIAA
Contact Detail:
TIAA Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land EMEA Wealth Client Services Senior Associate
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management industry, especially those who know Nuveen. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by researching Nuveen's values and recent projects. We want to see how you align with our mission and culture, so be ready to share how your experience fits into our goals.
✨Tip Number 3
Show off your problem-solving skills during the interview! Think of examples from your past where you tackled challenges head-on, especially in client services or operational roles. We love a proactive approach!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression. It shows you’re genuinely interested in the role and appreciate the opportunity to connect.
We think you need these skills to ace EMEA Wealth Client Services Senior Associate
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in client services and operational excellence. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Problem-Solving Skills: In your application, give examples of how you've tackled challenges in previous roles. We love candidates who can think on their feet and come up with effective solutions, especially in a fast-paced environment like ours.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon. We appreciate well-structured applications that are easy to read and understand.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at TIAA
✨Know Your Stuff
Before the interview, make sure you have a solid understanding of Nuveen's business model and the EMEA wealth market. Familiarise yourself with their products and services, especially how they relate to client servicing and operational excellence. This will show your genuine interest and help you answer questions more confidently.
✨Showcase Your Problem-Solving Skills
Prepare examples from your past experience where you've successfully resolved client issues or improved processes. Highlight your analytical skills and how you can contribute to operational excellence at Nuveen. Be ready to discuss specific challenges you faced and the solutions you implemented.
✨Demonstrate Collaboration
Since this role involves working closely with various teams, be prepared to discuss how you've effectively collaborated in previous roles. Share examples of how you’ve communicated with different stakeholders and contributed to team objectives. This will illustrate your ability to work well in a collaborative environment.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask thoughtful questions about the role and the company culture. Inquire about the team dynamics, ongoing projects, or how Nuveen measures success in client servicing. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.