Associate Client Reporting

4 weeks ago

pune, India PeopleLogic Full time

AbouttheCustomer

Companyisan American financial services organization that is a privateprovider of financial retirement services in the academic researchmedical cultural and governmentalfields

AbouttheRole

Designation:AssociateClientReporting

Business Area: Nuveen AdvisoryServices

SrClient Service AssociateI

TheSenior Client Service Associate I partners with associates inDistribution and Relationship Management to service Institutionaland High Net Worth clients investing in the companys products.Under general supervision the role frequently communicates withclients and focuses on onboarding new client accounts deliveringreports to clients and working with business partners to serviceclient needs throughout the client lifecycle. This rolecollaborates closely with teams across the enterprise to deliver anoutstanding clientexperience.

KeyResponsibilities andDuties

  • Managesinbound/outbound client communication (emails and phone calls) viathe client relationship managementsystem.
  • Workswith internal business partners to gather and personalize documentsfor clientonboarding.
  • Helpswith the preparation of reports and other materials for clientmeetings and attend meetings asneeded.
  • Generatesa large volume of custom quarterly reports to clients consultantsand serviceproviders.
  • Providesquality control for client reports and requests to ensure accuracyandcompleteness.
  • Completesdue diligence and clientquestionnaires.
  • Providesdatabase maintenance and compilation of businessmetrics.
  • Investigatesand addresses client inquiries by evaluating clientspecificcircumstances and collaborating across departments to formulateresponse and communicate findings to the relationshipmanager.
  • Servesas point of escalation for complex issues involving clientexperience.


PositionSummary andImpact:

PositionSummary : The Client Reporting Associate will assume a handson rolein producing and reviewing client statements. Candidate will beresponsible for collecting and aggregating data from multipledepartments and applications. The Associate will work closely withClient Reporting and IT departments in the creation of clientreports. The Associate will be accountable to complete the requestas per the timelines with 100% accuracy and in a highlyprofessional manner by managing inbound/outbound communication. TheAssociate must have the ability to identify and resolve issuestimely and efficiently and work independently with minimalsupervision in a fast paced environment. He/she must be able tohandle the team process trainings and related queries. Should actas an SME for theprocess.

WorkLocation:

Pune

WorkExperience:

3Yearsofexperience

Backgroundand Requirements

JobRequirements:

EducationalRequirements

  • University(Degree)Preferred

WorkExperience

  • 2Years Required; 3 YearsPreferred

PhysicalRequirements

  • PhysicalRequirements: SedentaryWork

CareerLevel

6IC



2+ Years Required; 3+ YearsPreferred,Physical Requirements: Sedentary Work,Accountability,Adaptability, Collaboration, Communication, Continuous ImprovementMindset, Customer Engagement, Detail-Oriented, PrioritizesEffectively, Problem Solving, Relationship Management,Resourcefulness, Strategic Thinking

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