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CRM Data Steward/Quality Specialist

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Business Management & Operations
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Nuveen
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COMPANY OVERVIEW:

 

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


POSITION SUMMARY:

 

The Business Strategy and Analytics group works across our sales, marketing, product and service teams to build frameworks, processes and metrics to solve key problems that help drive our business forward. Focusing on incorporating customer based analysis and analytical insights, the team has a direct impact on our sales and marketing processes in an effort to improve our strategic and tactical approach to sales effectiveness.

 

As a CIM (Customer Information Management) Data Specialist you will be responsible for ensuring accurate and timely CRM data. Your role will complete data and process quality reviews and as well as resolve trade resolution issues and other information updates and corrections to the CRM system.

 

KEY RESPONSIBILITIES AND DUTIES: 

  • Conduct a quality reviews of trade resolution alias entities within the CRM system (Salespage) on an ongoing basis; independently identify issues, action steps and implement changes

  • Provide ideas to improve trade resolution effectiveness and efficiencies; participate in the implementation 

  • Review and complete data modification requests in our CRM system

  • Research, respond and resolve all email/phone requests from various internal departments independently

  • Provide ad hoc reporting assistance

  • Complete daily matching of transactions to financial advisors, using information provided and gathered through firm files, independent research via internet and phone

  • Use business experience and logic to execute  trade resolution data accurately and in a timely manner to assist sales and marketing distribution activities

  • Communicate with internal and external data providers and customer firms to resolve various data errors that occur in the trade resolution process 

  • Add and update customer entities within the CRM system related to the current firm priorities and distribution initiatives

QUALIFICATIONS:

     

Required
  • Completed bachelor’s degree upon hire
  • One or more years of work experience in a business office environment
  • Prior experience working with a CRM system preferred
  • Prior experience in financial services preferred
Desired   
  • Sound decision-making skills and experience
  • Excellent communication skills (oral and written)

  • Ability to multi-task, and prioritize responsibilities based on competing initiatives

  • Demonstrated detail-oriented skills and problem-solving abilities

  • Demonstrated ability to work in a team, as well as independently

  • Self-motivated and service-oriented individual  

 


Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law

 

If you need assistance applying due to being visually or hearing impaired, please email Careers Help.
 
We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

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