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. 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 good 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 obligationsEnsure the timely onboarding of new accounts across our range of UCITS funds, Private fund vehicles and separate accountsUnderstand 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 requirementsMaintain 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 geographiesLiaise and establish strong relationships with internal support teams to ensure client servicing needs are metDefine 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, ideally handling Nordic client baseUnderstanding of equity and fixed income strategies; knowledge of alternatives strategies is preferredExtensive experience in dealing with UCITS fund onboarding and queries & experience in the onboarding of segregated accountsExcellent presentation, writing and oral communication skillsA proven ability to build and develop strong internal and external relationshipsTeam player and highly motivated. Highly organized, creative, enthusiastic, self-starter,Strong analytical and problem solving, coordination skillsProficient 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.

Learn about the Applicant Privacy Notice.