Client Service Associate

The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.

• Key Responsibilities and Duties
• + Assist in the coordination of client transitions activity (i.

e. onboarding, off boarding) in close partnership with relevant Nuveen business partners + Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.) + Assist team members to ensure ongoing client contractual obligations are being met + Support the fulfillment of ad-hoc client inquiries and requests + Facilitate and oversee client cash flow requests to ensure proper handling + Help manage client communications to ensure timely and proactive updates are provided + Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs + Update and maintain client and authorized third party contact information via CRM application + Support client meeting preparation by facilitating creation of materials + Help identify, escalate and resolve problems for any issues affecting the client experience + Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service + Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients + Supports the completion of due diligence and client questionnaires

• Educational Requirements
• + University (Degree) Preferred
• Work Experience
• + No Experience Required
• Physical Requirements
• +

Physical Requirements:

Sedentary Work

• Career Level
• 5IC Preferred Qualifications + Previous work experience + Strong attention to detail + Able to run with processes effectively after initial guidance is provided + Inherent sense of curiosity Related Skills Accountability, Adaptability, Collaboration, Communication, Continuous Improvement Mindset, Customer Engagement, Detail-Oriented, Prioritizes Effectively, Problem Solving, Relationship Management, Resourcefulness, Strategic Thinking •

Anticipated Posting End Date:

• 2026-05-29

Base Pay Range:

$48,000/yr - $65,300/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________

• Company Overview
• Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors.

We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.

• Our Culture of Impact
• At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges.

We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

• Benefits and Total Rewards
• The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.

That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

• Equal Opportunity
• We are an Equal Opportunity Employer.

TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (https://careers.tiaa.org/) , and you can read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters) .

• Accessibility Support
• TIAA 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.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone:

(800) 842-2755

Email:

accessibility.support@tiaa.org

• Drug and Smoking Policy
• TIAA maintains a drug-free and smoke/free workplace.
• Privacy Notices
• For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.

tiaa.org/public/tiaa-nuveen-privacy) . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

• Privacy Notices
• + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.

tiaa.org/public/tiaa-nuveen-privacy) . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . + For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . + For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

• Nondiscrimination & Equal Opportunity Employment
• TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-1688394514088.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)