Associate Client Reporting

About the Customer

Company is an American financial services organization that is a private provider of financial retirement services in the academic research medical cultural and governmental fields

About the Role

Designation : Associate Client Reporting

Business Area: Nuveen Advisory Services

Sr Client Service Associate I

The Senior Client Service Associate I partners with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients investing in the companys products. Under general supervision the role frequently communicates with clients and focuses on onboarding new client accounts delivering reports to clients and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.

Key Responsibilities and Duties

• Manages inbound/outbound client communication (emails and phone calls) via the client relationship management system.
• Works with internal business partners to gather and personalize documents for client onboarding.
• Helps with the preparation of reports and other materials for client meetings and attend meetings as needed.
• Generates a large volume of custom quarterly reports to clients consultants and service providers.
• Provides quality control for client reports and requests to ensure accuracy and completeness.
• Completes due diligence and client questionnaires.
• Provides database maintenance and compilation of business metrics.
• Investigates and addresses client inquiries by evaluating clientspecific circumstances and collaborating across departments to formulate response and communicate findings to the relationship manager.
• Serves as point of escalation for complex issues involving client experience.

Position Summary and Impact:

Position Summary : The Client Reporting Associate will assume a handson role in producing and reviewing client statements. Candidate will be responsible for collecting and aggregating data from multiple departments and applications. The Associate will work closely with Client Reporting and IT departments in the creation of client reports. The Associate will be accountable to complete the request as per the timelines with 100% accuracy and in a highly professional manner by managing inbound/outbound communication. The Associate must have the ability to identify and resolve issues timely and efficiently and work independently with minimal supervision in a fast paced environment. He/she must be able to handle the team process trainings and related queries. Should act as an SME for the process.

Work Location:

Pune

Work Experience:

3 Years of experience

Background and Requirements

Job Requirements:

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2 Years Required; 3 Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

6IC