Alternative Investments Service Specialist

The Alternative Investments Service Specialist supports Nuveen’s capital raise efforts in the US Wealth channel by building Client Service partnerships with financial advisors throughout the pre-sale and post-sale process. Service specialists will be assigned a geographical region of the US and will work closely with the sales and distribution teams in the assigned region.

Key Responsibilities and Duties

• Manage inbound and outbound communication directly with financial advisors during both the pre-sale and post-sale process related to Client Service activities

• Maintain a working knowledge of both the pre-sale and post-sale Client Service processes for financial advisors allocating to Nuveen Alternative Investments at various broker dealer and intermediary partner platforms.

• Coordinate with the Alternative Service Operations team on handling communications with financial advisors on Client Service topics such as purchases, redemptions, transfers, exchanges, tax, capital calls, account maintenance, and performance reporting.

• Document financial advisor Client Service interactions in the shared CRM of the Nuveen sales and distribution teams to promote transparency and collaboration across the organization.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

FINRA Registrations

• SRC Indicator: NRF

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
6IC