Key Responsibilities: Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.) Assist team members to ensure ongoing client contractual obligations are being met Support the fulfillment of ad-hoc client inquiries and requests Facilitate and oversee client cash flow requests to ensure proper handling Help manage client communications to ensure timely and proactive updates are provided Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs Update and maintain client and authorized third party contact information via CRM application Support client meeting preparation by facilitating creation of materials Help identify, escalate and resolve 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 Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients Supports the completion of due diligence and client questionnaires Key Requirements and Technology Experience: Key skills; Client Coordination / close partnership with business partners Account maintenance (amendments to account name, fee schedules, benchmarks, client agreements, etc.) Update and maintain client and authorized third party contact information via CRM application University (Degree) Preferred Work Experience No Experience Required Physical Requirements: Sedentary Work Our client is a leading Financial Industry, and we are currently interviewing to fill this and other similar contract positions. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners.