Client Service Analyst

The Private Equity Client Service Team is a niche coverage group providing client service and operational support for the firms private funds. The teams mandate is to partner with various internal teams as well as external fund administrators to provide our private fund investors with consistent client service experience. This requires a deep understanding of the product as well as operational process flow oversight and execution. The Client Service Analysts scope of work will include ownership of the day-to-day management of client inquiries and requests management of our fund administrator relationships and production and dissemination of client/regulatory/shareholder services reporting as well as investor communications. The Analyst will be an integral part of the team working toward a common goal of providing exceptional client service. They will gain hands-on experience performing various operational functions and working directly with clients as described below:

Responsibilities:

• Provide comprehensive support to the Investor Relations team in servicing and maintaining the investor database in addition to periodic and ongoing client support.

• Assist clients with required documentation.

• Manage internal posts of reports and marketing materials.

• Perform account maintenance including but not limited to; name/address changes bank wire instruction updates and other ongoing database maintenance.

• Regular and proactive contact with clients regarding; new account documents LOAs account updates checks and wires transfers statement inquiries research etc.

• Maintain accurate and detailed client files.

• Client service support of NB Alternatives fund(s) including communication with clients regarding financial statements capital calls distributions quarterly updates and tax documents.

• Field telephone calls and emails from clients; work with the appropriate NB staff to answer client requests.

• Assist with special projects.

Requirements:

• Undergraduate degree or 2-4 years of equivalent working experience in the financial services industry

• Proficiency in MS Office including MS Word Excel PowerPoint and Outlook products; familiarity with working with financial and marketing databases preferred.

• Strong written and verbal communication skills strong client servicing skills

• Strong collaboration time management and organizational skills
• Able to meet deadlines and work effectively under pressure.
• Client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced work atmosphere.

• Knowledge of Registered Funds a plus

• Knowledge of eFront suite of applications (Front Invest and Investment Café) preferred.

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $70000-$80000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employees pay position within the salary range will be based on several factors including but limited to relevant education qualifications certifications experience skills seniority geographic location business sector performance shift travel requirements sales or revenue-based metrics market benchmarking data any collective bargaining agreements and business or organizational needs. This job is also eligible for a discretionary bonus which along with base salary and retirement contributions is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off medical/dental/vision insurance retirement life insurance and other benefits to eligible employees.

Neuberger 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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