Position Overview
To be responsible for 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 with a focus on MENA client base. Partner with the client coverage 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 and ensure key stakeholders are kept updated .
Primary Responsibilities
- Direct responsibility for ensuring all client reporting and servicing needs are delivered in accordance with client’s requirements and our legal obligations
- Manage & be responsible 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 our clients, ensuring all servicing needs are delivered upon;
- Ensure the ability to support clients with their regulatory reporting requirements across client types and geographies
- Liaise and establish strong relationships with internal support teams to ensure client servicing needs are met
- Define and manage team projects to enhance internal client service procedures in accordance with industry best practices
- Demonstrate leadership amongst the rest of the team by providing guidance and being an escalation point.
Key Requirements / Qualifications (essential unless stated)
- 9+ years of relevant industry experience
- Experience with SWF clients
- Experience with equity, fixed income strategies and alternatives strategies
- Extensive experience in dealing with complex onboardings
- 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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