Position Overview

To be responsible for supporting 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 wider client services team to support clients throughout the full life cycle; ensuring that all clients’ requirements are met. The position requires an understanding of the asset management business and an ability to execute on tasks in a timely manner and ensure key stakeholders are kept updated.

Primary Responsibilities

• Direct responsibility for ensuring all logs and deliverables are up to date accordance with client’s requirements and our legal obligations
• Responsibility for ensuring all client DDQs are completed and delivered within the timeline communicated.
• Assist with 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 the team ensuring all servicing needs are delivered upon;
• Analyze and identify was of improving and streamline reporting for clients
• Establish relationships with internal support teams
• Identify & execute projects to enhance internal client service procedures and create further efficiencies

Key Requirements / Qualifications

• 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 onlineaccommodations@nb.com.

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