The Institutional Client Service Associate (CSA) is a client service role supporting the North America institutional business. The CSA partners closely with Client Service Advisors, Insurance Client Advisors, the broader Client Service team, and portfolio management and resources across the firm (operations, legal and compliance, RFP, reporting and analytics, onboarding, and mutual fund services). Reporting to the Manager of Client Service NA, the CSA helps execute day-to-day client servicing, internal coordination, and team projects. Success requires strong organization, attention to detail, responsiveness, and the ability to work both independently and as part of a collaborative team.

Responsibilities

Partner with the Client Service Advisors on day-to-day client servicing support

• Review and distribute recurring client reports and materials

• Coordinate and support meeting scheduling, preparation, agendas, materials (ensuring data consistency across deliverables), and follow-ups; maintain action logs

• Enter client-directed cash flows

• Maintain accurate CRM records (e.g., Salesforce), activities and client contact data

• Manage the completion and delivery of due diligence and audit requests, track deadlines and submissions

• Coordinate timely responses to client inquiries and requests

Relationship management assistance and cross-functional coordination

• Help schedule and track client touchpoints and deliverables; document insights (e.g., portfolio changes, consultant updates, competitive intel) and share with coverage teams

• Attend client calls/meetings as appropriate; draft notes and manage follow-ups

• Partner with reporting/analytics teams to ensure quality and consistency of client materials

• Coordinate with portfolio managers and product specialists on client-ready content

• Collaborate with Legal/Compliance, Reporting, Operations, and other functions to align with client requirements established in the Investment Management Agreements

Onboarding

• Assist with new account onboarding alongside the dedicated onboarding team, including asset transfers (tax lot, etc.), legal review, accounting standard and methodologies, impairment methodology

• Together with Legal and the Portfolio Management team, negotiate Investment Management Agreements and portfolio guidelines

• Support IMA obligation tracking and service-level requirements under guidance from senior team members and Legal

Portfolio and performance awareness

• Maintain working knowledge of assigned client portfolios to support accurate communications, recognizing the bespoke nature of insurance mandates

Risk and retention support

• Flag potential mandate risk indicators (e.g., organizational changes, consultant shifts) to the Insurance Client Advisor/Insurance Client Service Advisor; assist with next-step coordination

Process improvement

• Participate in team projects to enhance procedures, templates, and best practices

Role Calibration

• Emphasis on coordination, preparation, quality control, and timely execution

• Works under guidance from Client Service Advisors on complex items

• Increasing autonomy over time as product and client familiarity develops

Qualifications

• 3–5 years of institutional client service experience in asset management or financial services

• Bachelor’s degree in Business or Finance preferred

• Foundational understanding of Institutional clients and their portfolio needs (e.g., accounting/ALM considerations) and investment concepts, financial markets, and basic accounting principles

• Strong organization, follow-through, and prioritization skills; comfortable managing multiple workstreams in a deadline-driven environment

• Clear, concise verbal and written communication; comfort interacting with internal stakeholders and client contacts

• Collaborative, proactive, detail-oriented, and service-focused; highly motivated team player

• Ability to partner across the firm (investment teams, operations, legal, risk, reporting, marketing) and build deep, trusting internal and external relationships (client facing role)

• Technical skills: Proficient in Microsoft Excel, PowerPoint, Word, and Adobe; Salesforce (or similar CRM) experience a plus

• Series 7, 63/65 (or 66) and 31 required or to be obtained within 3–6 months of hire date

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Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $90,000-$120,000. 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 employee’s 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.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

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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