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 www.Nuveen.com
Nuveen is the largest independent provider of Retail Separately Managed Accounts (SMA). The Account Administration team is responsible for onboarding clients investing in Nuveen's separate account strategies. The candidate will work closely with internal sales professionals and external financial advisors to provide support through the initial transition period. The role will also provide service support for ongoing client directed transactions.
KEY RESPONSIBILITIES AND DUTIES:
Review new account paperwork and input client data into various systems
Work with external advisor teams to onboard new client accounts
Work with internal trading teams and external clients to approve and apply trading restrictions and/or customization requests
Review account exception reports to identify potential risk outliers
Record and channel incoming documents throughout internal teams
Collaborate with both internal departments and external clients in discussing operations related requests or activities
Prepare ad-hoc statement reports
* Excellent interpersonal and communication skills (verbal and written) * Strong attention to detail and analytical skills * Strong work ethic and the ability to perform in a team atmosphere
Excellent problem recognition and resolution skills
Ability to interact effectively with both internal and external clients
Focus on delivering consistent and superior customer service
Ability to prioritize and manage multiple assignments in a fast-paced environment
Ability to think critically to solve problems and look for process improvements
EDUCATION and/or EXPERIENCE:
Bachelor's degree required
Experience with Microsoft Office (Outlook, Excel, and Word)
General knowledge of financial markets and products
Knowledge of Separately Managed Accounts (SMA)
Security APL system's experience is a plus
CERTIFICATES, LICENSES, REGISTRATIONS: There are no certifications or licenses required for this position.
TRAVEL: Zero to minimal travel required.
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