Jobs
>
Frankfurt am Main

    Global Client Services, Client Service Associate, Based in Frankfurt - TIAA

    TIAA
    TIAA Frankfurt, Deutschland

    vor 3 Wochen

    Default job background
    Ganztags
    Beschreibung

    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, 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

    Overview of the Role

    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.

    More specifically, the Client Service Associate, as part of the broad EMEA client service team based in Frankfurt and London, will support institutional clients domiciled in EMEA covering Real Assets as well as Equity and Fixed Income mandates partnering with other employees globally.

    Responsibilities include :

  • Work effectively with specific fund teams, building relationships and knowledge of the funds to support our investors proactively
  • Support in managing existing client relationships: responding to client queries and requests promptly and effectively, working with clients on projects and issues, ensuring that the client expectations are met and the client experience is positive
  • Proactively anticipate clients' requirements by maintaining regular contact and communicating any concerns to the Senior Client Services Manager and the respective investment teams
  • Co-ordination, organization of and attendance at fund related events, e.g. planning of Investor Days, Investor Committee meetings, webinars, site visits
  • Review and distribution of regular investment reports or customized investor reports ensuring accuracy and completeness; these must meet set timeframes and client deadlines and add value where possible
  • Manage the relationship with internal or external stakeholders, including Finance, Legal, Distribution, Compliance, third party custodians etc.
  • Onboarding of new investors
  • Ensuring AML / KYC and compliance obligations are met and kept up to date in line with corporate policy and in accordance with local regulation
  • Assist with the preparation of presentations and supporting materials for client meetings
  • Database maintenance and compilation of business metrics
  • Liaising with third parties to ensure technical support is received on all issues concerning administration, investment accounting and custody
  • Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
  • Keeping up to date with any regulatory changes

    • Required Skills

  • Degree educated
  • 1-3 years of experience in the Financial Services Industry, with proven experience in a similar client facing function
  • Experience and knowledge within private and public market asset classes (Real Estate, Real Assets, Fixed Income, Equities)
  • Proven experience of managing client relationships within Investment Management
  • Attention to detail; Strong organizational skills and ability to prioritize tasks with the ability to multi-task and work efficiently to meet client deliverables
  • Strong team player, must be highly motivated and capable of working independently to achieve team performance targets
  • Fluent in English and German (written and speaking)
  • Proficient in Microsoft Office Suite

    • 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. 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

  • Santander

    Senior Associate Export Finance Germany, Austria

    vor 2 Wochen

    Santander Frankfurt am Main, Deutschland

    Senior Associate Export Finance Germany, Austria, Switzerland and Nordic Countries · Country: Germany · **SCIB is looking for a Senior Associate, based in our Frankfurt Office.** · **WHY YOU SHOULD CONSIDER THIS OPPORTUNITY** · **Santander Corporate & Investment Banking (Santande ...

  • S&P Global

    Associate / Senior Associate - Emea Sustainability

    vor 3 Wochen

    S&P Global Frankfurt am Main, Deutschland

    **Role Title**:Associate / Senior Associate - EMEA Sustainability Solutions · **Grade/Level**:09 (for internal purposes) · **Location**: Vienna, London or Frankfurt · S&P Global's Sustainability Solutions team is seeking a sustainability minded career starter to join its dynamic ...

  • FreshBooks

    Customer Onboarding Associate

    vor 3 Wochen

    FreshBooks Frankfurt am Main, Deutschland

    **About FreshBooks**: · FreshBooks is a leading cloud-based SaaS accounting software designed with one goal: to help small business owners grow. We reached unicorn status after raising our valuation to more than $1 billion and continue to scale our business to serve business owne ...

  • Houlihan Lokey

    Associate - Financial Restructuring

    vor 2 Wochen

    Houlihan Lokey Frankfurt am Main, Deutschland

    **Business Unit**: · Financial Restructuring Group · **Industry**: · GEN - General · **Overview** · Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation adviso ...

  • Houlihan Lokey

    Associate - Financial Restructuring (Scandinavian

    vor 3 Wochen

    Houlihan Lokey Frankfurt am Main, Deutschland

    Business Unit: · Financial Restructuring Group · Industry: · GEN - General · Overview · Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. The firm serve ...

  • Broadridge Trading & Connectivity Solutions

    Sales Director

    vor 2 Wochen

    Broadridge Trading & Connectivity Solutions Frankfurt am Main, Deutschland

    At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team. · Broadridge is expanding its Securities Class Actions soluti ...

  • Trilogy Writing and Consulting

    Associate Marketing and Communications Specialist

    vor 2 Wochen

    Trilogy Writing and Consulting Frankfurt am Main, Deutschland

    Trilogy Writing & Consulting GmbH, an Indegene Company, is a specialized medical writing company that prepares regulatory documentation for the international pharmaceutical industry. We have a hybrid or in-office vacancy in our German office (Frankfurt, DE) for an: · **Associate ...

  • Trilogy Writing & Consulting GmbH

    Associate Marketing and Communications Specialist

    vor 2 Wochen

    Trilogy Writing & Consulting GmbH Frankfurt am Main, Deutschland

    Trilogy Writing & Consulting GmbH, an Indegene Company, is a specialized medical writing company that prepares regulatory documentation for the international pharmaceutical industry. We have a hybrid or in-office vacancy in our German office (Frankfurt, DE) for an: · **Associate ...

  • PER, Private Equity Recruitment

    Associates, Leading European Buyout Fund, Mid-cap

    vor 2 Wochen

    PER, Private Equity Recruitment Frankfurt am Main, Deutschland

    -PER, Private Equity Recruitment · Frankfurt am Main, Germany · Posted 18 hours ago Permanent Competitive · - Associates, Leading European Buyout Fund, Mid-Cap Investment Vehicle, Frankfurt, Germany**About our client** · Our client is a successful and well-established internation ...

  • Broadridge Trading & Connectivity Solutions

    Junior Payment Operations Associate

    vor 2 Wochen

    Broadridge Trading & Connectivity Solutions Frankfurt am Main, Deutschland

    At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team. · Our mission Is to attract, develop and retain extraordinary ...

  • Royal HaskoningDHV

    Associate Director Advisory Group

    vor 1 Woche

    Royal HaskoningDHV Frankfurt am Main, Deutschland

    In the era of the global digital revolution, we have been at the forefront of the emergence and development of Data _Centres_, ensuring reliability and profitability for our global customers. With a well-established Mission Critical Facilities (MCF) Data Centre team collaborating ...

  • Bank of America

    Senior Associate, Investment Banking, Frankfurt

    vor 2 Wochen

    Bank of America Frankfurt am Main, Deutschland

    **Job Title**: Senior Associate, Investment Banking · **Corporate Title**:Associate · **Location**: Frankfurt · **Company Overview**: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Gro ...

  • Broadridge

    Junior Payment Operations Associate

    vor 2 Wochen

    Broadridge Frankfurt am Main, Deutschland

    At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team. · Our mission Is to attract, develop and retain extraordinary ...

  • Alvarez and Marsal

    Associate - Business Technology (M/F/d)

    vor 2 Wochen

    Alvarez and Marsal Frankfurt am Main, Deutschland

    **Description** · **Department**: · This role sits within the EMEA Digital practice at Alvarez and Marsal. A&M DTS revolves around six core areas of expertise; Digital Strategy, Customer Experience, Data & Intelligence, Cyber Security, Smart Products & Assets and Business Technol ...

  • Morgan Stanley

    Associate - Treasury, Liquidity Planning & Coverage

    vor 2 Wochen

    Morgan Stanley Frankfurt am Main, Deutschland

    Associate - Treasury, Liquidity Planning & Coverage · Job Number: · 3243370 · POSTING DATE: Jan 23, 2024 · PRIMARY LOCATION: Europe, Middle East, Africa-Germany-Germany-Frankfurt · EDUCATION LEVEL: Bachelor's Degree · JOB: Treasury · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Associ ...

  • EURO2024

    Team Services Coordinator

    vor 3 Wochen

    EURO2024 Frankfurt am Main, Deutschland

    **The job**: · The mission of the Team Services (TEAM) project is to establish a professional framework for all national teams participating in UEFA EURO 2024 by providing them with the most appropriate services. · Team Services is the main point of contact for all Team related m ...

  • Aviva

    Europe Business Development Associate

    vor 2 Wochen

    Aviva Frankfurt am Main, Deutschland

    Europe Business Development Associate (Frankfurt) · This is a great job for someone who understands the Continental European Distribution landscape, including institutional investors in the pension and insurance channel, discretionary fund management and private banking. · A bit ...

  • NatWest Group

    Risk Solutions Associate

    vor 2 Wochen

    NatWest Group Frankfurt am Main, Deutschland

    Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. · This role is based in Germany and as such all normal working days must be carried out in Germany. · Join us as a Risk ...

  • Santander

    Scib Frankfurt Gtb

    vor 3 Wochen

    Santander Frankfurt am Main, Deutschland

    SCIB FRANKFURT GTB & STRUCTURED FINANCE MIDDLE OFFICE ASSOCIATE · Country: Germany · **WHAT YOU WILL BE DOING** · **SCIB Business Support in Europe is looking for Middle Office Associate based in our Frankfurt office.** · **WHY YOU SHOULD CONSIDER THIS OPPORTUNITY** · **Santander ...

  • S&P Global

    Associate or Associate Director, Corporate Ratings

    vor 2 Wochen

    S&P Global Frankfurt am Main, Deutschland

    **S&P Global Ratings** · **Associate or Associate Director, Corporate Ratings - Frankfurt** · **The Team**: · We are looking for a German speaking corporate rating analyst at Associate or Associate Director level to join our Frankfurt office. · S&P Global's Corporate Ratings Prac ...