Client Services Associate

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.) * Assist team members to ensure ongoing client contractual obligations are being met * Support the fulfillment of ad-hoc client inquiries and requests * Facilitate and oversee client cash flow requests to ensure proper handling * Help manage client communications to ensure timely and proactive updates are provided * Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs * Update and maintain client and authorized third party contact information via CRM application * Support client meeting preparation by facilitating creation of materials * Help identify, escalate and resolve problems for any issues affecting the client experience * Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service * Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients * Supports the completion of due diligence and client questionnaires