Job description
Client Service Manager
The US Wealth Alternative Product QC AVP will support the business by providing a high level of operational oversight and quality reviews specifically targeted at services provided by Transfer Agents and Fund Administrators (key service providers). The QC AVP will report to the VP US Wealth Client Services and will collaborate closely with the VP of Transfer Agent Oversight within Nuveen Shareholder Services.
Key Responsibilities and Duties
- Provide subject matter expertise in the development of a quality control framework designed to ensure oversight of critical outsourced functions performed by key service providers.
- Perform targeted financial and operational reviews to mitigate key service provider errors and ensure a high level of service delivery. Specific quality control duties include but are not limited to:
- Review and approve shareholder transaction data. This may include oversight of corrective actions as needed.
- Review and approve data files prior to dissemination to external parties.
- Review and approve cash movement such as payments to external parties related to distribution of certain Alternative Products.
- Ensure reporting accuracy and respond to requests for information from external and internal stakeholders including senior management and Fund Boards.
- Ensure various policies and procedures are enforced.
- Perform reconciliation of data with Investment affiliates and internal stakeholders.
Educational Requirements
- No Advanced Degree Required Preferred
Work Experience
- 3+ Years Required; 5+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
7PL
Required Qualifications
-
3 years in Financial Services industry
Preferred Experience
-
5+ years in Financial Services industry, preferred Alternatives Investments operational focused
-
Bachelor’s Degree
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Detail orientation with proficiency in Microsoft Excel
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Excellent written and verbal communication skills
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Analytical ability including the ability to probe sensitive issues while maintaining the highest level of integrity and objectivity
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Strong collaboration and partnership skills
#LI-AB1
Base Pay Range: $84,500/yr. - $140,800/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, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at
www.Nuveen.com
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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law
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:
accessibility.support@tiaa.org
Privacy Notices
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