TIAA
Location
Frankfurt am Main | Germany
Job description
Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at
Overview of the Role
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.
More specifically, the Client Service Associate, as part of the broad EMEA client service team based in Frankfurt and London, will support institutional clients domiciled in EMEA covering Real Assets as well as Equity and Fixed Income mandates partnering with other employees globally.
Responsibilities include :
Work effectively with specific fund teams, building relationships and knowledge of the funds to support our investors proactively
Support in managing existing client relationships: responding to client queries and requests promptly and effectively, working with clients on projects and issues, ensuring that the client expectations are met and the client experience is positive
Proactively anticipate clients’ requirements by maintaining regular contact and communicating any concerns to the Senior Client Services Manager and the respective investment teams
Co-ordination, organization of and attendance at fund related events, e.g. planning of Investor Days, Investor Committee meetings, webinars, site visits
Review and distribution of regular investment reports or customized investor reports ensuring accuracy and completeness; these must meet set timeframes and client deadlines and add value where possible
Manage the relationship with internal or external stakeholders, including Finance, Legal, Distribution, Compliance, third party custodians etc.
Onboarding of new investors
Ensuring AML / KYC and compliance obligations are met and kept up to date in line with corporate policy and in accordance with local regulation
Assist with the preparation of presentations and supporting materials for client meetings
Database maintenance and compilation of business metrics
Liaising with third parties to ensure technical support is received on all issues concerning administration, investment accounting and custody
Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
Keeping up to date with any regulatory changes
Required Skills
Degree educated
1-3 years of experience in the Financial Services Industry, with proven experience in a similar client facing function
Experience and knowledge within private and public market asset classes (Real Estate, Real Assets, Fixed Income, Equities)
Proven experience of managing client relationships within Investment Management
Attention to detail; Strong organizational skills and ability to prioritize tasks with the ability to multi-task and work efficiently to meet client deliverables
Strong team player, must be highly motivated and capable of working independently to achieve team performance targets
Fluent in English and German (written and speaking)
Proficient in Microsoft Office Suite
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Company Overview
Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, listed equities and alternatives.Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future.For more information about the firm please visit our website at
TIAA, Frankfurt
Job tags
Salary
