Client Service Associate
Client Service Associate
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Job Description
Position Overview
To be responsible for the day-to-day activities of Client Service along with the team and serving the needs of a growing client base across EMEA and LatAm. Work closely with the Nordic client coverage team to support clients throughout the full life cycle; ensuring that all clients requirements are met. The position requires good understanding of the asset management business and an ability to execute on tasks and ensure key stakeholders are kept updated.
Primary Responsibilities
- Direct responsibility for ensuring all client reporting and servicing needs are delivered in accordance with clients requirements and our legal obligations
- Ensure the timely onboarding of new accounts across our range of UCITS funds Private fund vehicles and separate accounts
- Understand clients investment objectives assigned mandates and portfolio composition & strategy.
- Be an internal advocate for the client; liaise with the portfolio management and internal support teams across the globe with appropriate insight into client requirements
- Maintain ongoing dialog with our clients ensuring all servicing needs are delivered upon;
- Ensure the ability to support clients with their regulatory reporting requirements across client types and geographies
- Liaise and establish strong relationships with internal support teams to ensure client servicing needs are met
- Define and manage team projects to enhance internal client service procedures in accordance with industry best practices
Key Requirements / Qualifications (essential unless stated)
- 5 years of relevant industry experience ideally handling Nordic client base
- Understanding of equity and fixed income strategies; knowledge of alternatives strategies is preferred
- Extensive experience in dealing with UCITS fund onboarding and queries & experience in the onboarding of segregated accounts
- Excellent presentation writing and oral communication skills
- A proven ability to build and develop strong internal and external relationships
- Team player and highly motivated. Highly organized creative enthusiastic self-starter
- Strong analytical and problem solving coordination skills
- Proficient in Microsoft Word Excel PowerPoint
Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race creed national origin religion age color sex marital status sexual orientation gender identity disability citizenship status or protected veteran status or any other characteristic protected by local state or federal laws rules or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact .
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Required Experience:
IC
Employment Type
Full-Time
