Client Services Associate

Overview

Position Overview: To be responsible for the day-to-day activities of Client Service along with the team, serving the needs of a growing client base across EMEA and LatAm. Work closely with client coverage teams to support clients throughout their full life cycle, ensuring all requirements are met.

Primary Responsibilities:

• Ensure all client reporting and servicing needs are delivered in accordance with client’s requirements.
• Onboard new accounts across UCITS funds, Private fund vehicles, and separate accounts.
• Understand clients’ investment objectives and portfolio strategies.
• Act as an internal advocate for clients; liaise with portfolio management and support teams.
• Maintain ongoing dialogue with clients to ensure all servicing needs are met.
• Support clients with regulatory reporting requirements across geographies.
• Establish strong relationships with internal support teams.
• Manage team projects to enhance client service procedures.

Key Requirements / Qualifications:

• 5 years of relevant industry experience.
• Experience with equity and fixed income strategies; knowledge of alternatives preferred.
• Extensive experience in UCITS fund onboarding and queries.
• Excellent presentation, writing, and communication skills.
• A proven ability to build strong internal and external relationships.
• Team player, highly motivated, organized, and creative.
• Strong analytical and problem-solving skills.
• Proficient in Microsoft Word, Excel, PowerPoint.

Neuberger Berman is an equal opportunity employer. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status, or any other characteristic protected by law.