Direct Indexing Senior Client Services Manager, Nuveen

The Senior Client Service Manager supervises a team of professional level employees that partner with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients that invest in the company's products. This job serves as a high level contact for clients, and guides direct reports on onboarding new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. As a team manager, this job is responsible for setting goals and objectives for team members and ensuring policies and procedures are understood and followed by direct reports.

Key Responsibilities and Duties

• Monitors inbound/outbound client communication (emails and phone calls) via the Customer Relationship Management system to ensure clients are receiving high quality customer service.
• Partner with Distribution, Global Client Services, SMA Operations, Product, and Specialist Affiliates to provide outstanding client service and support growth in Nuveen’s direct indexing market share.
• Coordinate direct indexing client transitions activity (i.e. prospecting, onboarding, offboarding) in close partnership with relevant Nuveen business partners.
• Support the transformation of Nuveen’s direct indexing platform through new technology, tools, and procedures.
• Reviews reports and other materials for client meetings and attends meetings as needed.
• Supervises the production of a large volume of custom quarterly reports to clients, consultants and service providers.
• Provides quality control for client reports and requests to ensure accuracy and completeness.
• Ensures due diligence and client questionnaires have been completed in a timely and accurate manner.
• Investigates and addresses escalated client inquiries by evaluating client-specific circumstances and collaborating across departments to formulate response and communicate findings to the relationship manager.
• Manages performance direct reports through regular, timely feedback and the formal performance review process to ensure delivery of exceptional services and engagement, motivation, and development.

Educational Requirements

• University Degree (Preferred)

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7PL