Associate - Client Reporting

3 weeks ago

Pune Maharashtra, India PeopleLogic Business Solutions Full time

About the Customer

Company
is an American financial services organization that is a private provider of financial retirement services in the academic, research, medical, cultural and governmental fields

About the Role

Designation**:
*** Associate - Client Reporting**

**Business Area: Nuveen Advisory Services**

**Sr Client Service Associate I**

The Senior Client Service Associate I partners with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients investing in the company's products. Under general supervision, the role frequently communicates with clients and focuses on onboarding 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.

**Key Responsibilities and Duties**
- Works with internal business partners to gather and personalize documents for client onboarding.
- Helps with the preparation of reports and other materials for client meetings and attend meetings as needed.
- Generates a large volume of custom quarterly reports to clients, consultants and service providers.
- Provides quality control for client reports and requests to ensure accuracy and completeness.
- Completes due diligence and client questionnaires.
- Provides database maintenance and compilation of business metrics.
- Investigates and addresses client inquiries by evaluating client-specific circumstances and collaborating across departments to formulate response and communicate findings to the relationship manager.
- Serves as point of escalation for complex issues involving client experience.

**Position Summary and Impact**:
Work Location:
Pune

Work Experience:
3+ Years
of experience

Background and Requirements

**Job Requirements**:
**Educational Requirements**
- University (Degree) Preferred

**Work Experience**
- 2+ Years Required; 3+ Years Preferred

**Physical Requirements**
- Physical Requirements: Sedentary Work

**Career Level**

6IC

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