Direct Indexing Senior Client Services Manager - Nuveen

Direct Indexing Senior Client Services Manager – Nuveen

Company	TIAA
Location	Los Angeles, CA, USA, Chicago, IL, USA, Charlotte, NC, USA, New York, NY, USA, Minneapolis, MN, USA
Salary	$87800 – $130000
Type	Full-Time
Degrees	Bachelor’s
Experience Level	Senior

University Degree (Preferred)
5+ Years Required; 7+ Years Preferred
Proactivity in thinking beyond the immediate requests (i.e., implications of request; thereby, providing a great client experience) required
Ability to operate independently, ownership of the role, to ensure this team member is able to provide an excellent client experience required

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.