Global Client Services, Client Services AVP, based in Sydney

at  TIAA

JOB REQUIREMENTS:

• Minimum 7+ years of proven experience in client service in the asset management industry, including the institutional and wealth channels.
• BA/BS or equivalent.
• Excellent interpersonal, verbal and written communication skills.
• Ability to work well on teams and in fast-paced, cross-collaborative environments.
• Ability to solve problem independently, think analytically and deliver solutions to complex challenges.
• Detail-oriented
• Self-starter that can manage multiple tasks at the same time
• Proficiency in Microsoft Office applications.
  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.
  Nuveen 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. Should you require any accommodation during the selection process please contact talentacquisition@nuveenglobal.com should you require any assistance.
  Related Skills
  Accountability, Adaptability, Collaboration, Communication, Continuous Improvement Mindset, Customer Engagement, Detail-Oriented, Group Problem Solving, Prioritizes Effectively, Relationship Management, Resourcefulness, Strategic Thinking

• Working closely with sales team to deliver excellent end-to-end service for Institutional (including consultants) and Private Wealth clients in the region and developing and maintaining a strong understanding of client portfolios and service levels.
• Managing, coordinating and responding to incoming client queries, working collaboratively with internal business partners including the GCS centers of excellence (CoE), reporting RFP, sales, product, legal, compliance and operations, as needed. Examples include: cash flow processing, account maintenance such as account title, benchmark, fee, and investment management and guideline changes, ad-hoc reports and related queries, oversight of contractual requirements and account-specific questionnaires.
• Ensuring all responses to client queries and requests for information are clear, accurate, comprehensive and timely.
• Partnering with the Client Transitions CoE throughout the process to on-/off-board clients/ distributors by proactively staying informed of progress and working alongside the CoE to ensure smooth process and resolution of any issues.
• Delivering client communications on regular and key events, working with internal business partners including sales, product, legal and compliance to agree messaging and timing. Examples include: Client reporting, Investment & Non-investment personnel changes, Organization changes/ developments, Webinar invitations, Shareholder notices.
• Ensuring Salesforce is updated with all relevant client interaction, alongside proactive communication with sales/ relationship team on issues and developments.
• Owning responsibility for and at times partnering with the Client Information Delivery CoE to distribute client reporting to agreed deadlines and using the appropriate suite of reports.
• Partnering with Private Fund Services (CoE) in the US and EMEA to address client requests to satisfaction. With the guidance of the CoE, this will require the AVP’s direct involvement on compiling client reports/templates, reaching out to stakeholders to obtain response on ad hoc and client queries, coordinating onboarding of new clients, etc.
• Maintaining accurate database of client/ portfolio information and documentation for use by the broader business, and maintaining accurate client distribution lists.
• Organize and attend client meetings, prepare review meeting deck