Global Client Services, Client Services Avp, Based In Sydney
Vor 2 Tagen
About Global Client Group The Global Client Group (GCG) covers Distribution, Consultant Relations, Relationship Management, Global Client Services, and Learning & Development, and aims to deliver a 'One Nuveen' experience to our global client base.
The GCG is focused on establishing new relationships within the Institutional and Wealth channels while deepening relationships with existing clients.
Nuveen targets the largest sources of investment capital around the world.
Our teams are global, with in-market presence in the Americas, Europe, and Asia Pacific regions.
About Global Client Services Global Client Services (GCS) covers Client Services, Private Fund Services, Shareholder Services, Client Transitions, Client Reporting, New Business & Retention Services (a.k.a.
RFP), and Business Transformation, and is involved in nearly every facet of the client life cycle.
The GCS strategy is to build a global, scalable client service and content delivery platform to keep pace with the growth of the business, to drive better win and retention rates, provide timely and built-for-purpose client and regulatory reporting, and deliver a seamless client experience.
About the Position The AVP, Client Services is critical to the success of the business in several ways: interactions with clients on a day-to-day basis, working with Nuveen business partners to service clients throughout the client life cycle, and partnering with sales to deliver a distinctive client experience.
The Associate will be based in-region, working alongside sales and developing a deep understanding of clients in the region, while reporting to a Hong Kong-based manager for guidance and connectivity to the central servicing platform.
Specific responsibilities include: Working closely with the sales team to deliver excellent end-to-end service for Institutional (including consultants) and Private Wealth clients in the region and developing and maintaining a strong understanding of client portfolios and service levels.Managing, coordinating, and responding to incoming client queries, working collaboratively with internal business partners including the GCS centers of excellence (CoE), reporting RFP, sales, product, legal, compliance, and operations, as needed.
Examples include: cash flow processing, account maintenance such as account title, benchmark, fee, and investment management and guideline changes, ad-hoc reports and related queries, oversight of contractual requirements and account-specific questionnaires.Ensuring all responses to client queries and requests for information are clear, accurate, comprehensive, and timely.Partnering with the Client Transitions CoE throughout the process to on-/off-board clients/distributors by proactively staying informed of progress and working alongside the CoE to ensure smooth process and resolution of any issues.Delivering client communications on regular and key events, working with internal business partners including sales, product, legal, and compliance to agree on messaging and timing.
Examples include: Client reporting, Investment & Non-investment personnel changes, Organization changes/developments, Webinar invitations, Shareholder notices.Ensuring Salesforce is updated with all relevant client interaction, alongside proactive communication with the sales/relationship team on issues and developments.Owning responsibility for and at times partnering with the Client Information Delivery CoE to distribute client reporting to agreed deadlines and using the appropriate suite of reports.Partnering with Private Fund Services (CoE) in the US and EMEA to address client requests to satisfaction.
With the guidance of the CoE, this will require the AVP's direct involvement in compiling client reports/templates, reaching out to stakeholders to obtain responses on ad hoc and client queries, coordinating onboarding of new clients, etc.Maintaining an accurate database of client/portfolio information and documentation for use by the broader business, and maintaining accurate client distribution lists.Organizing and attending client meetings, preparing review meeting decks.Job Requirements: Minimum 7+ years of proven experience in client service in the asset management industry, including the institutional and wealth channels.BA/BS or equivalent.Excellent interpersonal, verbal, and written communication skills.Ability to work well on teams and in fast-paced, cross-collaborative environments.Ability to solve problems independently, think analytically, and deliver solutions to complex challenges.Detail-oriented.Self-starter that can manage multiple tasks at the same time.Proficiency in Microsoft Office applications.This role requires no regulatory designation. Nuveen is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
#J-18808-Ljbffr
-
Client Service Officer
vor 1 Monat
Melbourne, Österreich Mygwork VollzeitThis job is with Marsh McLennan, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.Please do not contact the recruiter directly. We are seeking a talented individual to join our Client Service team at Mercer.This role will be based in our Melbourne office.This is a hybrid role that has a...
-
Client Service Manager
vor 1 Monat
Melbourne, Österreich Mygwork VollzeitThis job is with Marsh McLennan, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.Please do not contact the recruiter directly. We are seeking a talented individual to join our Client Service team at Mercer.This role will be based in Melbourne. This is a hybrid role that has a requirement of...
-
Client Service Manager
vor 3 Monaten
Melbourne, Österreich Tideri Jobbörse VollzeitAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Client Service Manager
vor 2 Monaten
Melbourne, Österreich Northern Trust Corporation VollzeitAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Client Services Specialist
vor 2 Wochen
Melbourne, Österreich Buscojobs VollzeitDescription : We are seeking a talented individual to join our EH&B – Operations team at Marsh.This role will be based in Sydney office.This is a hybrid role that has a requirement of working at least three days a week in the office.In this role you will support Employee Health & Benefits colleagues and clients in all aspects of administration and...
-
Client Services Officer
Vor 5 Tagen
Melbourne, Österreich Als VollzeitALS Environmental at Springvale is seeking a Client Services Officer.Build strong relationships with clients and customers - APPLY today!13th December, 2024Imagine your future with usAt ALS, we encourage you to dream big.When you join ALS, you join a purpose and values-driven team that empowers you to innovate, create, and thrive.Our global team turns up...
-
Eoi Client Service Manager
vor 2 Wochen
Melbourne, Österreich Buscojobs VollzeitAbout the Role: We are looking to recruit a full-time experienced Client Service Manager to join our team to cover the Southwest Sydney Area managing multiple government sites.You will be responsible for managing day-to-day operational needs for your area and clients by ensuring the team is delivering the most effective cleaning services.You will demonstrate...
-
National Client Services Manager
vor 1 Monat
Melbourne, Österreich paceappointmentsvic VollzeitWe are partnering with a well-established market leader in the freight forwarding industry to recruit a National Client Services Manager. This pivotal role will oversee a small, high-performing team across Sydney and Melbourne while ensuring outstanding customer service and operational excellence across the business.Key Responsibilities:Lead, mentor, and...
-
Client Services Officer
vor 3 Wochen
Melbourne, Österreich Als Limited VollzeitALS Environmental at Springvale is seeking a Client Services Officer.Build strong relationships with clients and customers - APPLY today!13th December, 2024Imagine your future with usAt ALS, we encourage you to dream big.When you join ALS, you join a purpose and values-driven team that empowers you to innovate, create, and thrive.Our global team turns up...
-
National Client Services Manager
vor 1 Monat
Melbourne, Österreich paceappointmentsvic VollzeitWe are partnering with a well-established market leader in the freight forwarding industry to recruit a National Client Services Manager .This pivotal role will oversee a small, high-performing team across Sydney and Melbourne while ensuring outstanding customer service and operational excellence across the business.Key Responsibilities : Lead, mentor, and...
-
Client Services
vor 3 Monaten
Melbourne, Österreich Wealthmed Australia Pty VollzeitBirtinya, Queensland 4575, Australia • Full-timeDescriptionAbout the role.. An opportunity to work with a team of financial planners and support staff operating within a well-established financial services firm awaits you!We are seeking an Advice Implementation Specialist (Client Services Officer) to join our thriving Sunshine Coast practice.We are looking...
-
Client Services
vor 2 Monaten
Melbourne, Österreich Wealthmed Australia Pty VollzeitAn opportunity to work with a team of financial planners and support staff operating within a well-established financial services firm awaits you!We are seeking an Advice Implementation Specialist (Client Services Officer) to join our thriving Sunshine Coast practice.We are looking for candidates with relevant skills and experience in a similar...
-
Client Services Officer
vor 1 Monat
Melbourne, Österreich Robert Walters Australia VollzeitOur client is seeking a dedicated and detail-oriented Client Services Officer to join their team in Melbourne.This role is an exciting opportunity to be part of a dynamic team, primarily responsible for the efficient management of implementing advice for advisers focusing on direct share clients within the business.What you'll do: As a Client Services...
-
Client Service Associate
vor 3 Monaten
Melbourne, Österreich Capital Com Australia Limited VollzeitWe are a leading trading platform that is ambitiously expanding to the four corners of the globe.Our top-rated products have won prestigious industry awards for their cutting-edge technology and seamless client experience.We deliver only the best, so we are always in search of the best people to join our ever-growing talent team.Capital.com is on a mission...
-
Client Service Associate
Vor 6 Tagen
Melbourne, Österreich Capital Com Australia Limited VollzeitWe are a leading trading platform that is ambitiously expanding to the four corners of the globe.Our top-rated products have won prestigious industry awards for their cutting-edge technology and seamless client experience.We deliver only the best, so we are always in search of the best people to join our ever-growing talent team.Capital.com is on a mission...
-
Client Service Director
vor 3 Wochen
Melbourne, Österreich Claxon VollzeitAgency Account Management (Advertising, Arts & Media) Full time About Claxon (www.claxon.agency)Claxon is a multi award-winning advertising agency that helps ambitious brands be heard.Trusted by industry leading brands like Oroton, Celebrity Ink, Binance, Accor Hotels and Dymocks - we help businesses grow.Claxon HQ is on the Gold Coast with teams in Sydney,...
-
Client Service Director
vor 3 Wochen
Melbourne, Österreich Claxon VollzeitAgency Account Management (Advertising, Arts & Media)Full timeAbout Claxon (www.claxon.agency)Claxon is a multi award-winning advertising agency that helps ambitious brands be heard. Trusted by industry leading brands like Oroton, Celebrity Ink, Binance, Accor Hotels and Dymocks - we help businesses grow.Claxon HQ is on the Gold Coast with teams in Sydney,...
-
Melbourne, Österreich Buscojobs VollzeitAssociate, Client Service RepresentativeBNY Sydney, AustraliaPosted 2 days ago | Hybrid Job | Permanent | Competitive At BNY, our culture empowers you to grow and succeed.As a leading global financial services company at the center of the world's financial system, we touch nearly 20% of the world's investible assets.Every day around the globe, our 50,000+...
-
Client Services Officer
vor 4 Wochen
Melbourne, Österreich Melbourne Sexual Health Centre VollzeitAlfred Health is a leader in health care delivery, improvement, research, and education. We are the main provider of health services to people living in the inner southeast suburbs of Melbourne, from ambulatory to inpatient and home and community-based services.Position: Client Service OfficerType: Ongoing, Part Time (64 hours per fortnight)Grade: Managers...
-
Client Services Officer
vor 1 Monat
Melbourne, Österreich cohealth VollzeitSee more about the role below, including the responsibilities and skills we are looking for.Client Services OfficerCollingwood, AustraliaReference: 6697139Part - Time (0.6 FTE), and casual roles until December 2025Work for a multi-award-winning iconic community health organisationGenerous salary packaging options to reduce your cohealth taxable incomeSo why...
