More jobs:
CW-SS-Client Service Associate
Job in
Chicago, Cook County, Illinois, 60601, USA
Listed on 2026-07-01
Listing for:
Real Soft, Inc.
Full Time
position Listed on 2026-07-01
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
Client Service Associate
The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of 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:
- Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners
- Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
Position Requirements
10+ Years
work experience
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