TIAA

Senior Client Services Associate, Global Client Experience

TIAA

full-time

Posted on:

Location Type: Hybrid

Location: Frankfurt • Germany

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Job Level

Senior

About the role

  • 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
  • Maintain accurate representation of Nuveen's UCITS platform and associated data across external databases
  • 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
  • Identify opportunities to improve client servicing and data management processes, and recommend enhancements to relevant teams and management

Requirements

  • 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
  • Bachelor's Degree from a recognized institution
  • Previous experience in client services and/or fund operations is preferred
  • Familiarity with wealth distribution channels and platforms is advantageous
  • 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
  • Excellent written and verbal communication skills
  • Strong organisational skills with meticulous attention to detail
  • Highly motivated individual with strong initiative
  • Capability to work independently while knowing when to escalate or seek guidance
  • Strong team player with the ability to collaborate effectively with colleagues across different functions and geographies
Benefits
  • Accessibility Support for those who need assistance with the online application process
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client servicesfund operationsproblem-solvingdata managementrecord-keepingoperational expertisedocumentation preparationregulatory compliancewealth distributiononboarding processes
Soft Skills
attention to detailcollaborative working styleeffective communicationclient service orientationproactive approachstrong initiativeorganisational skillsability to work independentlyteam playerability to escalate issues
Certifications
Bachelor's Degree