- Working closely with sales/relationship managers to deliver excellent end-to-end service for 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, 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 messaging and timing. Examples include: Client reporting, Non-investment personnel changes, Organization changes/ developments, Webinar invitations, Shareholder notices.
- Ensuring Salesforce is updated with all relevant client interaction, alongside proactive communication with 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) to coordinate, prepare and attend, as appropriate, client operational due diligence meetings.
- Maintaining accurate database of client/ portfolio information and documentation for use by the broader business, and maintaining accurate client distribution lists.
- Minimum 5+ years of proven experience in institutional client service in the asset management industry with experience working with investment operations, sales or portfolio management support.
- 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
- Intermediate to advanced knowledge of Microsoft Office applications.
-
Nuveen Hong Kong, 香港 全职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 face ...
-
Bo Le Leaders Ltd Hong Kong, 香港 全职We are looking for two roles flor clients: · A. Investor Relations with 5-8 years of experience of TMT sector Equity research experience, for a top listed internet corporate, based in Hong Kong · Requirements: Top shcool and experience working from a top sellside or buyside · B. ...
-
Green Lake Executive Search Co. Limited Hong Kong, 香港 全职大型央企投资的Fintech独角兽公司招聘两位corporate strategy,一位1-3年左右工作经验(analyst level),一位5-7年左右工作经验(associate - VP level),欢迎外资行IBD banker来投递,ECM,M&A,IBD都可以,base Hong Kong,欢迎投递 · ...
-
ConnectedGroup Limited Hong Kong, 香港 全职We are seeking a dynamic individual to join a leading international insurance company in the role of Manager in the Reporting Team, Life. The primary focus of this position will be managing reporting functions, including reserving, management reporting, and involvement in project ...
-
T. Rowe Price Group, Inc. Hong Kong, 香港 全职There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do mat ...
-
S&P Global Hong Kong, 香港 全职About the Role: · Grade Level (for internal use): · 12 What you stand to Gain: · We are currently recruiting an Associate Director/ Senior Analyst (Previous title Associate) to join our Sustainable Finance team within our Ratings practice, to be based out of our Tokyo office ...
-
Selby Jennings Hong Kong, 香港 全职Phaidon International is a professional services organization that works with thousands of businesses across the world, ranging from the Fortune 500 through to venture backed start-ups - all of whom use Phaidon's services to ensure their mission critical roles are filled with the ...
-
Selby Jennings Hong Kong, 香港 全职Our client, a well-respected healthcare Venture Capital fund based in Hong Kong, specializes in advanced healthcare investment. They are currently seeking a Junior Research Analyst/Associate (Scientist, Ph.D.) to join their team. · Qualifications: · PhD Degree in Biomedical Scien ...
-
T. Rowe Price International Hong Kong, 香港 全职POSITION PURPOSE · The role of Business Manager (BM), GIO Shared Services APAC is critical in enabling the efficient day to day running of the GIO APAC operations. The BM is responsible for analyzing, planning, organizing, monitoring, facilitating, and reporting of GIO cross func ...
-
MSCI Inc Hong Kong, 香港 全职Team and position overview: · The Index & Analytics marketing team is responsible for developing and executing marketing strategy and campaigns to support MSCI's ambitious index and analytics business growth objectives. The marketing organization at MSCI is a dynamic and fast-gr ...
-
Robert Half Hong Kong Hong Kong, 香港 全职The Company · My client is a listed company, they are looking for qualified candidates with accounts payable experince from MNC to join their team. Candidates with leadership experince is a plus. · The Role · Lead a few subordinates. · Oversee day-to-day accounts payable duties a ...
-
Dah Sing Financial Group Hong Kong, 香港 全职About Dah Sing Group · The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. · Our currency is caring, teamw ...
-
Transunion Hong Kong, 香港 全职TransUnion's Job Applicant Privacy Notice · Personal Information We Collect · Your Privacy Choices · What We'll Bring: · At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to he ...
-
T. Rowe Price Group, Inc. Hong Kong, 香港 全职There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do mat ...
-
IT Analyst
2周前
Morgan McKinley Hong Kong, 香港 全职Exciting opportunity to join a large US law firm Looking to hire an IT analyst to join the team to help provide largely tier 1 support to its users · Responsibilities:Provide comprehensive assistance and support to clients, promptly addressing their inquiries and troubleshooting ...
-
Selby Jennings Hong Kong, 香港 全职Are you a dynamic and results-driven professional with a passion for driving business growth in the cloud technology industry? · My client is a leading provider of cloud-based platform technologies and solutions with a strong presence within APAC region. With a growing demand in ...
-
Marsh & McLennan Companies, Inc. Hong Kong, 香港 全职Company: · Mercer · Description: · Mercer Hong Kong's Wealth team is seeking candidates for the following position based in the Hong Kong office: · Intern - Investment Consulting (Korean Speaking) · What can you expect? We are now inviting ambitious candidates to join our We ...
-
NOC Engineer
1周前
FP Global Hong Kong, 香港 全职What you would be doing: · Perform 7 x 24 round the clock front line duties and to attend customer service reports, perform fault isolation and diagnostic function. (shifting schedules) · Investigate network bearers and customer circuit alarms · Support first-line maintenance and ...
-
Third Bridge (Hong Kong) Limited Hong Kong, 香港 全职Company Description · Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment ...
-
Willis Towers Watson Hong Kong, 香港 全职Job Description · The Role · As a Director, you will have responsibility for project managing all compensation and benefits surveys, Metrics services and consulting assignments for the assigned industries across Mainland China. You will develop new target accounts and also to r ...
Global Client Services, Client Services Senior Associate, Based in Hong Kong - TIAA
描述
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 Client Services Senior Associate is critical to the success of the business in several ways: interactions with clients, working with Nuveen business partners to service clients throughout the client life cycle, and partnering with sales and relationship managers 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 London-based manager guidance and connectivity to the central servicing platform.
Specific responsibilities include :
Job Requirements:
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.
Nuveen offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. Should you require any accommodation during the selection process please contact should you require any assistance.
Related SkillsAccountability, Adaptability, Collaboration, Communication, Continuous Improvement Mindset, Customer Engagement, Detail-Oriented, Prioritizes Effectively, Problem Solving, Relationship Management, Resourcefulness, Strategic Thinking_____________________________________________________________________________________________________
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, listed 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
 Limited&v=024){kind=logo}
