Customer Experience Team Associate

Customer Experience Associate

The Customer Experience Team Associate, in partnership with the Nuveen Internal Sales team, will build and develop productive long-term advisor relationships by providing superior customer service support to our clients. This is an entry level job into a sales organization where you will have an opportunity to get fully licensed, complete a robust training program and start building the foundational blocks for sales success, capital markets knowledge and Nuveen solutions.

Key Responsibilities and Duties

• Handle all inbound advisor inquiries via telephone or electronically (LiveChat and email) regarding Nuveen solutions including providing detailed feedback and quality leads regarding advisor communications to the appropriate internal or external Advisor Consultant.
• Support the sales team with portfolio analytics (Morningstar reports) and muni/matrix reviews including ad hoc reporting for internal and external purposes.
• Document all Advisor activity in Customer Management System (Salesforce), update Salesforce/ Outlook calendar.
• Other duties include but are not limited to: maintain knowledge level of focus firm platforms and product approvals; Collaborate and share best practices across the internal team; and Teamwork and collaboration within the team and across other departments.

Qualifications

• No Experience Required; 2 Years Preferred

• High School, Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Preferred Education

• Bachelor's Degree
• High School

Career Level

3IC

Preferred Qualifications

• 2 years in Financial Services experience
• FINRA Series 7 and 66 (or a combination of 63 & 65)
• Bachelor's degree
• Excellent communication and presentation skills, both written and verbal
• Strong desire to learn the financial markets, both equity and fixed income and the ability to articulate investment discipline with an understanding of the process and specific portfolios

Related Skills

Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management

Base Pay Range: $37,500/yr. - $55,000/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).

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: [email protected]

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