Neuberger Berman

Client Service Associate

Neuberger Berman

full-time

Posted on:

Location Type: Office

Location: Milan • Italy

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About the role

  • 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

Requirements

  • 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
  • Fluent in Italian
  • 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
Benefits
  • Equal opportunity employer
  • Professional and safe environment
  • No form of harassment prohibited
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
equity strategiesfixed income strategiesalternatives strategiesUCITS fund onboardingregulatory reportingportfolio compositionportfolio strategyanalytical skillsproblem solvingcoordination skills
Soft Skills
presentation skillswriting skillsoral communication skillsrelationship buildingteam playerhighly motivatedorganizational skillscreativityenthusiasmself-starter