AI summary
Part Time Office Service Specialist (Client Service Associate) supporting institutional and high net worth investment clients, focused on onboarding/offboarding, reporting, and day-to-day client servicing under supervision. You’ll work within TIAA/Nuveen, a global investment manager, partnering across teams to deliver timely client communications and smooth account lifecycle support. Standout perk mentioned: highly competitive health, wellness and work-life offerings (including retirement program).
Key skills
Client onboarding and offboardingClient reporting and report deliveryCRM contact managementClient communications coordinationAccount amendments (name, fee schedules)Cash flow request processingDue diligence and client questionnairesStakeholder management with business partnersProblem identification and escalationDetail-oriented customer service
Salary not listed — comparable part-time client service associate roles in New York typically pay about $25–$40/hour depending on experience.
You'll thrive here if you’re detail-oriented, enjoy proactive client support, and can prioritize and solve problems while coordinating across multiple internal partners.
Why apply
- Highly competitive health and wellness offerings
- Superior retirement program
- Collaborative in-office environment
The Client Service Associate partners with associates across Global Client Group
to service clients (Institutional and High Net Worth) or Distributors investing
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. transitions activity (i.e. onboarding, off boarding) in close partnership with
relevant Nuveen business partners Support the coordination of account
amendments to account name, fee schedules,
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
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,
clients Supports the completion of due diligence and client questionnaires
Educational Requirements University (Degree) Preferred Work Experience No
Career Level 5IC Preferred Qualifications Previous work experience Strong
Customer Engagement, Detail-Oriented, Prioritizes Effectively, Problem Solving,
salary of internal peers, prior performance, business sector, and geographic
performance (for example, annual discretionary incentive programs, non-annual
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
growth of businesses, real estate, infrastructure and natural capital, providing
our business to the changing needs of investors - all to pursue lasting
performance for our clients, our communities and our global economy. Together, we are fighting to ensure a more secure financial future for all and
We thrive in a collaborative in-office environment where teams work across
organizational boundaries with shared purpose, accelerating innovation and
to making financial well-being possible for its clients, and is equally
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. veteran status, disability, sexual orientation, gender identity, or any other
careers home page, and you can read more about your rights and view government
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. application please use one of the below options to contact our accessibility
support team: Phone: Email: Smoking Policy TIAA maintains a drug-free and smoke/free workplace. TIAA started out over 100 years ago to help ensure teachers could retire
range of financial products and services to support and strengthen their
financial well-being. EEO is the Law Pay Transparency Philadelphia Ban the
to service clients (Institutional and High Net Worth) or Distributors investing
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. transitions activity (i.e. onboarding, off boarding) in close partnership with
relevant Nuveen business partners Support the coordination of account
amendments to account name, fee schedules,
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
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,
clients Supports the completion of due diligence and client questionnaires
Educational Requirements University (Degree) Preferred Work Experience No
Career Level 5IC Preferred Qualifications Previous work experience Strong
Customer Engagement, Detail-Oriented, Prioritizes Effectively, Problem Solving,
salary of internal peers, prior performance, business sector, and geographic
performance (for example, annual discretionary incentive programs, non-annual
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
growth of businesses, real estate, infrastructure and natural capital, providing
our business to the changing needs of investors - all to pursue lasting
performance for our clients, our communities and our global economy. Together, we are fighting to ensure a more secure financial future for all and
We thrive in a collaborative in-office environment where teams work across
organizational boundaries with shared purpose, accelerating innovation and
to making financial well-being possible for its clients, and is equally
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. veteran status, disability, sexual orientation, gender identity, or any other
careers home page, and you can read more about your rights and view government
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. application please use one of the below options to contact our accessibility
support team: Phone: Email: Smoking Policy TIAA maintains a drug-free and smoke/free workplace. TIAA started out over 100 years ago to help ensure teachers could retire
range of financial products and services to support and strengthen their
financial well-being. EEO is the Law Pay Transparency Philadelphia Ban the