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Client Service Analyst

Support clients across EMEA and Latin America to meet reporting and onboarding needs
London
Entry Level
yesterday
Neuberger Berman

Neuberger Berman

An independent, employee-owned investment management firm offering a range of financial products to institutions and individuals worldwide.

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Client Service Manager

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. Work closely with the wider client services team to support clients; ensuring that all clients' requirements are met. A basic understanding of the asset management business is desired and an ability to execute on tasks in a timely manner and ensure key stakeholders are kept updated is necessary.

Primary Responsibilities

  • Responsible for all internal deliverables that ensure smooth team operations. Direct responsibility for ensuring client reporting needs are delivered in accordance with client's requirements and our legal obligations.
  • Identify & execute projects to enhance internal client service procedures and create further efficiencies.
  • Responsibility for ensuring client DDQs are completed and delivered within the timeline communicated.
  • Assist with onboarding of new accounts across our range of UCITS funds and any operational set ups that come alongside this.
  • 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.

Key Requirements / Qualifications

  • 0-1 years of relevant industry experience.
  • Knowledge of equity and fixed income strategies preferred.
  • 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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Client Service Analyst
London
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About Neuberger Berman
An independent, employee-owned investment management firm offering a range of financial products to institutions and individuals worldwide.