Client Service Associate

1 week ago

Toronto, Ontario, Canada Neuberger Berman Full time US$95,000 - US$125,000

The Client Service Associate will partner with the Client Service Advisor - Canada ("CSA") and other team members to support Neuberger Berman's Canadian Institutional/Intermediary businesses and will report to the Head of North America Client Service.  The primary goal will be to assist the Canadian team in achieving their day-to-day goals of servicing institutional and intermediary clients, as well as managing internal administrative tasks and projects. This position will provide the individual with valuable insights into the Neuberger Berman Institutional/Intermediary businesses.  This role needs to work both autonomously and within a team environment, demonstrating flexibility and team-oriented outlook.

Responsibilities:

  • Partner with Client Service Advisor - Canada in all aspects of their activities to ensure goals are met

  • Tasks will include reviewing and sending out recurring client reporting deliverables, meeting preparation, entering client directed cash flows, CRM maintenance and coordination of client requests

  • Conduct thorough meeting preparation, coordinate prep calls with necessary Portfolio Management teams and other key internal teams. Coordinate all follow-ups necessary from meetings

  • Liaise with other internal teams (billing, performance, analytics, operations, legal & compliance) to ensure client needs are met

  • Oversee Due Diligence Questionnaire (DDQ) submissions; liaise with the RFP & other teams, ensure DDQ deadlines and requirements are met, review DDQs for accuracy of content

  • Support in the coordination of ad hoc client inquiries, regular portfolio reviews, due diligence meetings and production of materials ensuring deadlines are met

  • Coordinate significant aspects of each relationship to ensure all service needs are addressed in a timely manner

  • Participate in team projects to enhance internal procedures in accordance with industry best practices

  • Assist with the onboarding process for new clients

Qualifications/Requirements:

  • 3 to 5 years' experience related investment management industry experience required

  • Bachelor's degree in business or finance; CFA and/or CAIA a plus.

  • Working knowledge with equity, fixed income and alternative strategies products and instruments

  • Excellent presentation, business writing and oral communication skills

  • Strong organizational skills with exceptional attention to detail and excellent follow through

  • Highly collaborative and proactive, ability to juggle responsibilities and prioritize in an environment working with multiple teams and personalities

  • Team player, high energy, self-starter

  • Strong analytical and problem solving, coordination skills

  • Proficient in Microsoft Word, Excel, PowerPoint and CRM software, especially Salesforce

#LI-JG3

#LI-Hybrid

Compensation Details

The salary range for this role is $95,000-$125,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

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

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