Location: Charlotte, NC, USA
The Institutional Client Service Associate (CSA) plays a vital role in supporting Nuveen's North America institutional business, delivering a consistently exceptional client experience across the full client lifecycle. The CSA serves as a key point of connection between our clients and Nuveen's broader organization, partnering closely with Distribution, Relationship Management, and Portfolio Management, as well as critical enterprise resources including Operations, Legal and Compliance, RFP, Reporting, and Onboarding teams.
Key Responsibilities and Duties
Working under the guidance of senior team members, the CSA is responsible for executing day-to-day client service activities, coordinating internal workflows, and contributing to broader team projects and initiatives. This role requires proactive and professional communication with both clients and internal business partners to ensure client needs are met accurately, efficiently, and with the highest level of care throughout every stage of the relationship.
The CSA collaborates extensively across the enterprise, bringing together the right people, information, and resources to deliver a seamless and outstanding client experience. This role is well-suited for a detail-oriented, collaborative, and client-focused professional who thrives in a dynamic, cross-functional environment and is eager to build a strong foundation in institutional client service within the asset management industry.
Acts as a primary point of contact for routine inquiries.
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’s experience
Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
Assist in ensuring 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
Anticipated Posting End Date
2026-10-23
Base Pay Range: $75,000/yr - $85,000/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).
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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.
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, and you can read more about your rights and view government notices here.
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: [email protected]
- 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.
- For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
- For Applicants of TIAA Global Capabilities, click here.
- For Applicants of Nuveen residing in Europe and APAC, please click here.
- Additional Locations: Chicago, IL - 333 West Wacker Drive, New York, NY - 730 Third Avenue
Job description provided by TIAA.
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