Client Services Associate (m/w/d)

 Frankfurt am Main  Vollzeit
 Stellenangebot vom 11.06.2021
 Mobiles Arbeiten / Homeoffice möglich
 Vorstellung per Videokonferenz möglich

Unser Unternehmen

Nuveen Real Estate ist einer der größten Immobilien-Investmentmanager der Welt mit einem global verwalteten Vermögen von über 114 Mrd. Euro (AUM).

Mit der Verwaltung einer Vielzahl von Fonds und Mandaten sowohl für öffentliche als auch private Märkte, die Fremd- und Eigenkapital in verschiedenen Regionen und Anlageformen umfassen, bietet Nuveen Real Estate Zugang zu allen Aspekten der Immobilienanlage. Die globale Präsenz und die umfassende Branchenkompetenz basiert auf über 85 Jahren Investmenterfahrung im Immobilienbereich und einer Plattform mit mehr als 620 Mitarbeitern in über 25 Städten in den USA, Europa und Asien-Pazifik.

Unser größtes kontinentaleuropäisches Büro befindet sich in Frankfurt am Main. Für institutionelle Anleger investieren die Teams in Deutschland vorwiegend in Einzelhandels-, Logistik- und Büroimmobilien und sind auf die Bereiche Fonds- und Assetmanagement, Geschäftsentwicklung, Fonds- und Transaktionsgestaltung, Finanzierung sowie Vertrieb spezialisiert. Von Frankfurt aus werden u. a. zehn deutsche Spezialfonds betreut. Wir agieren als Asset Manager deutscher Immobilien und unterstützen darüber hinaus bei internationalen Transaktionen. cube berlin (Foto) ist ein Beispiel unserer Investitionen: Diese ikonische Projektentwicklung sicherten wir uns im Dezember 2016. Gemeinsam mit Ca Immo wurde das Bürogebäude am Washingtonplatz vor dem Berliner Hauptbahnhof und visa-vis zum Regierungsviertel entwickelt. Mit der Glasfassade und seiner Würfelform bildet es einen Teil des neu entstehenden Stadtviertels Europacity und verfügt nun nach Fertigstellung in 2020 über ca. 17.500 qm Fläche.

Stellenbeschreibung

Overview of the Role 
The Nuveen Global Client Services team supports the Distribution and Relationship Management teams in servicing Institutional and High Net Worth clients invested in Nuveen’s products.  The team is critical to the success of the business in several ways including on boarding new client accounts, delivering ongoing communications and reports to clients, working with Nuveen business partners to service clients throughout the client lifecycle, and supporting relationship management to deliver a distinctive client experience.

More specifically, the Client Service Associate would primarily support Real Estate and institutional clients domiciled in central Europe (e.g., Germany, Austria, Switzerland) partnering with other employees in a well-established Frankfurt office with a total staff of over 50 people.

Responsibilities include

  • Work effectively with specific fund teams, building relationships and knowledge of the funds to support our investors proactively
  • Support in managing existing client relationships: responding to client queries and requests promptly and effectively
  • Co-ordination and compilation of the quarterly investment reports ensuring accuracy and complete reports; these must meet set timeframes and client deadlines and add value where possible
  • Support the organisation and co-ordination of fund and where appropriate related events e.g. support at Investor Days, Investor Committee meetings, webinars, site visits
  • Maintaining information on the in-house client relationship management system ensuring that it is complete and accurate for each client
  • Ensuring AML / KYC and compliance obligations are met and kept up to date in line with corporate policy and in accordance with local regulation
  • Proactively anticipate clients’ requirements by maintaining regular contact and communicate any concerns to the fund teams
  • Help with the preparation of reports and other materials for client meetings
  • Liaising with third parties to ensure technical support is received on all issues concerning administration, investment accounting and custody
  • Manage the on boarding of new investors including interfacing with Legal, Distribution, Relationship Management, other internal business partners, and third party custodians
  • Frequent written and oral interaction with internal and external organizations, including institutional investors
  • Attend operational client due diligence and formal update meetings
  • Manage the relationships with internal stakeholders – finance, legal, marketing, distribution and compliance
  • Production of a customised weekly, monthly, and quarterly reports to clients, consultants, and service providers
  • Provide quality control for client reports and requests
  • Database maintenance and compilation of business metrics
  • Investigate and address client inquiries with support/oversight from senior staff by evaluating client-specific circumstances and collaborating across the team and departments to formulate response
  • Responsibility for identifying, communicating, and resolving 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

Anforderungsprofil

Required Skills

  • 2-5 years of experience in the Financial Services Industry, with proven experience in a similar client facing function
  • English and German fluency (written and speaking)
  • Proven experience of managing significant client relationships within Investment Management
  • Experience and knowledge within private market asset classes (Real Estate and/or Real Assets preferred)
  • Proficient in Microsoft Office Suite
  • Strong relationship management skills
  • Attention to detail
  • Strong organisational skills and ability to prioritise tasks with the ability to multi-task and to work efficiently to meet client deliverables.
  • Proven success with and a passion for providing exceptional client service
  • Must be highly motivated and capable of working leading and team and working independently to achieve team performance targets
  • Be a strong team player

Competencies Required

  • English and German fluency (written and speaking)
  • Proven client service experience
  • Proficient in Microsoft Office Suite