Job Details

Immediate need for a talented CW-Client Service Associate. This is a 12+ months contract opportunity with long-term potential and is located in Chicago, IL, Charlotte, NC(Hybrid). Please review the job description below and contact me ASAP if youare interested.

Job ID: 25-76474

Pay Range: $25 - $29/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• 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

Key Requirements and Technology Experience:

• Key skills; Client Coordination / close partnership with business partners
• Account maintenance (amendments to account name, fee schedules, benchmarks, client agreements, etc.)
• Update and maintain client and authorized third party contact information via CRM application
• University (Degree) Preferred
• Work Experience
• No Experience Required
• Physical Requirements: Sedentary Work

Our client is a leading Financial Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

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