Position Summary

Nuveen is in the early stages of establishing its Global Wealth/Retail business, building on its market-leading brand in the US. The Wealth Client Services Senior Associate position is a critical part of the building process, supporting the delivery of scalable EMEA Wealth servicing capabilities and an exceptional client experience to support Nuveen's growth aspirations in the channel. Working closely with Distribution, Product, Technology, Operations, Legal, Compliance and Investments, this role focuses on operational excellence and client service execution.

Primary Roles and Responsibilities:

Client Service & Relationship Support:

• Support the onboarding of funds with new distribution partners, inclusive of Fin Tech platforms, by coordinating documentation and communications throughout the process in collaboration with Product, Legal, Compliance and Distribution teams.

• Serve as a key point of contact for platform providers such as Allfunds and Clearstream, ensuring Nuveen funds are accurately represented and accessible to interested prospects and clients.

• Manage inbound client requests and mailbox correspondence efficiently, ensuring collaboration with Distribution to resolve all client queries in a timely and professional manner.

• Support regular fund offering and investor onboarding for Nuveen’s international employee investment program

• Develop strong working knowledge of the dynamics between Nuveen and its Transfer Agents and Service Managers, building operational and technical expertise in associated processes, and escalating issues as necessary (e.g. account opening delays from advisors).

Data Management & Documentation:

• Maintain accurate representation of Nuveen's UCITS platform and associated data across external databases (e.g., Bloomberg, Lipper, FE Fund Info, Morningstar) and internal systems (e.g. RFP repositories).

• Support Distribution and Product teams with the preparation, coordination and maintenance of marketing and regulatory documentation.

• Ensure consistent and accurate record-keeping across all client onboarding activities.

• Lead the documentation and maintenance of recurring processes, and training of the Reporting Team to ensure smooth transition Monitor and maintain data accuracy across multiple internal data applications

Operational Excellence & Process Improvement:

• Identify opportunities to improve client servicing and data management processes, and recommend enhancements to relevant teams and management.

• Support compliance with evolving regulatory requirements by assisting Product and Legal/Compliance teams with related projects and communications as directed.

• Contribute to strategic initiatives, new product launches, and change management activities by handling associated client communications and operational tasks.

Stakeholder Collaboration

• Work collaboratively with European clients, distributors, and platforms to understand their needs and provide responsive service.

• Assist in client onboarding activities to ensure adherence to service-level goals and consistent approach across each client channel.

• Provide feedback on internal projects aimed at improving infrastructure, services, digital strategy, and reporting from a client perspective.

• Identify service issues and work with colleagues across teams to resolve them efficiently.

• Support sales teams on new business development initiatives by providing timely responses to queries and helping to address operational barriers to new business.

Experience/Capabilities:

• Minimum of 4-6 years of experience in the investment management industry

• Experience in EMEA wealth/wholesale/retail distribution or client service with a strong operational focus

• Strong problem-solving skills and ability to identify and analyze issues with guidance from senior team members

• High degree of accountability and exceptional attention to detail

• Collaborative working style and ability to communicate effectively with stakeholders across functions and regions

• Strong client service orientation with a proactive approach to meeting client needs

Technical Skills & Qualifications Required:

Educational Requirements:

Bachelor's Degree from a recognized institution

Industry Experience:

Previous experience in client services and/or fund operations is preferred

Familiarity with wealth distribution channels and platforms is advantageous

Computer Proficiency:

Intermediate-level proficiency in MS Office Suite, especially MS Word, Excel, and PowerPoint

Experience working with CRM tools such as Salesforce

Ability to craft effective prompts for conversational AI tools is advantageous

Comfortable learning new systems and databases

Communication Skills:

Excellent written and verbal communication skills

Ability to present information clearly and professionally to internal and external stakeholders

Detail Orientation:

Strong organisational skills with meticulous attention to detail

Ability to prioritise tasks effectively and manage multiple workstreams

Capable of multitasking to meet client deliverables and deadlines

Self-motivation & Independence:

Highly motivated individual with strong initiative

Capability to work independently while knowing when to escalate or seek guidance

Ability to perform well under pressure and adapt to changing priorities

Team Collaboration:

Strong team player with the ability to collaborate effectively with colleagues across different functions and geographies

Willingness to support team objectives and contribute to a positive team culture

Alignment with Company Values:

Must demonstrate behaviour that is consistent with Nuveen's Company Values

This role requires no regulatory designation.

Related Skills:

Accountability, Adaptability, Collaboration, Communication, Continuous Improvement Mindset, Customer Engagement, Detail-Oriented, Prioritizes Effectively, Problem Solving, Relationship Management, Resourcefulness, Strategic Thinking

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Company Overview

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Accessibility Support

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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: (800) 842-2755

Email: accessibility.support@tiaa.org

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