Neuberger Berman

Client Services Representative

• 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

Client Service Associate