Associate, Institutional Client Service

TIAA

. Support Nuveen's North America institutional business and deliver an exceptional client experience across the client lifecycle .

Posted 10/19/2026full-timeUnited StatesJuniorMid-Level💰 $75,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client service capabilities by effectively managing client communications, coordinating workflows, and supporting account maintenance activities. Proficient in collaborating cross-functionally with various teams to enhance client experience and operational efficiency.

Highest-signal resume keywords

Client CommunicationAccount MaintenanceCross-Functional CollaborationClient OnboardingProblem Solving

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Detail-OrientedCollaborativeClient-FocusedProactive CommunicationStrategic Thinking

Tools & Technologies

CRM Application

Industry Keywords

Client LifecycleClient ExperienceOperational EfficiencyRisk MitigationDue Diligence

About the role

Key responsibilities & impact

Support Nuveen's North America institutional business and deliver an exceptional client experience across the client lifecycle
Act as a primary point of contact for routine client inquiries
Coordinate client transitions, including onboarding and offboarding, with Nuveen business partners
Support account maintenance activities, including account names, fee schedules, benchmarks, and client agreements
Help ensure ongoing client contractual obligations are met
Fulfill ad-hoc client inquiries and requests
Facilitate and oversee client cash flow requests
Manage client communications and provide timely, proactive updates
Anticipate client needs and assist in developing strategies to exceed them
Update and maintain client and authorized third-party contact information in the CRM application
Support client meeting preparation and facilitate creation of materials
Identify, escalate, and resolve issues affecting the client experience
Participate in departmental projects focused on risk mitigation, operational efficiency, and exceptional client service
Assist with weekly, monthly, and quarterly client reports and presentations
Support completion of due diligence and client questionnaires
Partner with Distribution, Relationship Management, Portfolio Management, Operations, Legal and Compliance, RFP, Reporting, and Onboarding teams

Requirements

What you’ll need

University (Degree) Preferred
No experience required
Sedentary work
Detail-oriented, collaborative, and client-focused
Proactive and professional communication with clients and internal business partners
Ability to coordinate internal workflows and client service activities
Ability to work cross-functionally with Distribution, Relationship Management, Portfolio Management, Operations, Legal and Compliance, RFP, Reporting, and Onboarding teams
Skills: Accountability, Adaptability, Collaboration, Communication, Continuous Improvement Mindset, Customer Engagement, Detail-Oriented, Prioritizes Effectively, Problem Solving, Relationship Management, Resourcefulness, Strategic Thinking

Benefits

Comp & perks

Competitive compensation package may include participation in an incentive program linked to performance
Superior retirement program
Health, wellness and work life offerings
Collaborative in-office environment
Meaningful learning experiences and development pathways
Accessibility support for the online application process
Drug-free and smoke-free workplace