Client Experience, Client Service Associate, Based in London
Core
Support EMEA institutional clients invested across Nuveen's private and public market platform through the full client lifecycle, handling day-to-day communication, onboarding, and reporting.
Role type
Client Service Associate
Builds
Client relationships and service delivery for institutional investors
Domain
Financial services / Asset management
Deliverable
client delivery
Required skills
Client relationship management, Investor onboarding, AML/KYC compliance, Investment reporting, CRM data management, Regulatory monitoring
Preferred skills
Knowledge of private and public market asset classes, Experience with AI tools and automation, German language skills
Technologies
Microsoft Office, CRM systems
Responsibilities
Respond to client queries and escalate concerns, Oversee new investor onboarding ensuring compliance, Coordinate client events and meetings, Review and distribute investment reports, Liaise with internal teams and third-party custodians, Prepare materials for client meetings
Seniority
Junior, 1-3 years experience
