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

• 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 2024-01-15 Base Pay Range: $37,500/yr. - $55,000/yr.