Client Services Associate

4 days ago

London, United Kingdom Neuberger Berman Full time

**Role Overview**:
**Primary Responsibilities**:

- Facilitating clients’ servicing requirements
- Assisting with the onboarding of new separate accounts and on mandate changes while ensuring senior client coverage colleagues and the portfolio managers are fully briefed
- Working with the transfer agent on the onboarding of UCITS fund investors
- Ensuring all clients’ reporting is checked and delivered in accordance with their requirements and our legal obligations
- Understanding clients’ investment objectives, assigned mandate and portfolio composition & strategy
- Will gain knowledge and be able to articulate on Neuberger Berman’s broad platform of strategies and products
- Internal advocate for the client; liaise with US, European and Asian-based portfolio managers with appropriate insight into the client’s requirements
- Maintaining an ongoing dialog with our clients, addressing all routine requests for information and coordinating client meetings
- Liaising and establishing strong relationships with internal support teams including client reporting, risk, legal, compliance, operations etc. to ensure client portfolio servicing needs are met
- Participating in team projects to enhance internal client service procedures in accordance with industry best practices
- Understanding client needs and identify the risks associated with their requests

**Key Requirements**:

- Italian language skills required (native speaker or equivalent)
- Client service experience within the investment management industry with knowledge of the servicing needs of clients invested in both fund vehicles and segregated mandates; will consider previous relevant experience in other areas
- Knowledge of equity and fixed income strategies
- Knowledge of alternative investment strategies (optional)
- Knowledge of the process of onboarding segregated accounts (optional)
- Awareness of IMA and other legal documentation negotiations
- Knowledge of European Regulation in relation to the asset management industry
- Strong analytical and problem-solving skills
- Proficient in Microsoft Word, Excel, PowerPoint
- IMC or equivalent qualification (optional)

**Who you are?**:

- Excellent presentation, writing and oral communication skills
- Attention to detail
- Self-starter
- A proven ability to build and develop strong internal and external relationships
- Highly organized
- Team player and highly motivated- Learn about the _Applicant Privacy Notice _._

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