Client Service Associate
2 weeks ago
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Client Service Associate - Nordics (VP) page is loaded
Client Service Associate - Nordics (VP) Apply locations London time type Full time posted on Posted 2 Days Ago job requisition id RPosition 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. Work closely with the Nordic 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
- Ensure the 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
Key Requirements / Qualifications (essential unless stated)
- 5+ years of relevant industry experience
- Experience with equity and fixed income strategies; knowledge of alternatives strategies is preferred
- Extensive experience in dealing with UCITS fund onboarding and queries & experience in the onboarding of segregated accounts
- 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/affirmative action 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 .
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Similar Jobs (1) Funds Client Services Associate locations London time type Full time posted on Posted 26 Days AgoFounded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $439 billion in client assets (as of September 30, 2023) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
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