Direct Indexing Senior Client Services Manager Nuveen
Direct Indexing Senior Client Services Manager Nuveen
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The Senior Client Service Manager supervises a team of professional level employees that partner with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients that invest in the companys products. This job serves as a high level contact for clients and guides direct reports on onboarding new client accounts delivering reports to clients and working with business partners to service client needs throughout the client lifecycle. As a team manager this job is responsible for setting goals and objectives for team members and ensuring policies and procedures are understood and followed by direct reports.
Key Responsibilities and Duties
- Monitors inbound/outbound client communication (emails and phone calls) via the Customer Relationship Management system to ensure clients are receiving high quality customer service.
- Partner with Distribution Global Client Services SMA Operations Product and Specialist Affiliates to provide outstanding client service and support growth in Nuveens direct indexing market share.
- Coordinate direct indexing client transitions activity (i.e. prospecting onboarding offboarding) in close partnership with relevant Nuveen business partners.
- Support the transformation of Nuveens direct indexing platform through new technology tools and procedures.
- Reviews reports and other materials for client meetings and attends meetings as needed.
- Supervises the production of 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.
- Ensures due diligence and client questionnaires have been completed in a timely and accurate manner.
- Investigates and addresses escalated client inquiries by evaluating clientspecific circumstances and collaborating across departments to formulate response and communicate findings to the relationship manager.
- Manages performance direct reports through regular timely feedback and the formal performance review process to ensure delivery of exceptional services and engagement motivation and development.
Educational Requirements
- University Degree (Preferred)
Work Experience
- 5 Years Required; 7 Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
7PL
- Proactivity in thinking beyond the immediate requests (i.e. implications of request; thereby providing a great client experience) required
- Ability to operate independently ownership of the role to ensure this team member is able to provide an excellent client experience required
Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local laws including the City of Los Angeles Fair Change Initiative for Hiring ordinance.
Related SkillsAccountability Adaptability Collaboration Communication Continuous Improvement Mindset Customer Engagement DetailOriented Prioritizes Effectively Problem Solving Relationship Management Resourcefulness Strategic ThinkingAnticipated Posting End Date:
Base Pay Range: $87800/yr. $130000/yr.Actual base salary may vary based upon but not limited to relevant experience time in role base salary of internal peers prior performance business sector and geographic location. In addition to base salary the competitive compensation package may include depending on the role participation in an incentive program linked to performance (for example annual discretionary incentive programs nonannual sales incentive plans or other nonannual incentive plans).
Company Overview
Every worker deserves a secure retirement. For more than 100 years TIAA has delivered it for millions of people. Founded to help educators retire with dignity today were a marketleading retirement company fueled by worldclass asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health wellness and work life offerings that can help you achieve and maintain your best possible physical emotional and financial wellbeing. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.
Read more about your rights and view government notice here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Privacy Notices
For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here.
For Applicants of TIAA Nuveen and Affiliates residing in California please click here.
For Applicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
Manager
Employment Type
Full-Time
