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.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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