CW- Sr Associate, Private Fund Transitions

This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results. This role will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting. The anticipated term of this engagement will be 11 months. This term could be extended based on company business needs. 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.). 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, elevate, 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 ensure preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients. Supports the completion of due diligence and client questionnaires. Educational Requirements University (Degree) Preferred. Preferred Work Experience No Experience Required. Physical Requirements Sedentary Work. Travel Required Yes. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. 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: View phone number on click.appcast.io Email: View email address on click.appcast.io. #J-18808-Ljbffr Nuveen