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Neuberger Berman Intermediary Client Service Senior Analyst in New York, New York

Summary:

The Intermediary Client Service Team supports our firms Separately Managed Account (SMA) business. Intermediary Client Service Associates on the team are the main administrative contacts between our firm and key financial intermediary partners. The team supports various internal separate account distribution channels across sub-advisory, dual contract, and direct client engagements.

Responsibilities:

  • Financial intermediary relationship management and operational support including:

  • Sponsor relationship onboarding; from contracting to implementation

  • New client account opening across all contract types

  • Client account maintenance including cash flow management and administrative changes

  • Facilitate the delivery of client requests including all reporting obligations

  • Billing oversight

  • Partner with various internal operational teams to assist our clients with any account reconciliation issues or trade breaks

  • Frequent interaction with key account sales coverage in support of the overall relationship

  • Provide internal trading and implementation teams with cash flow instructions and other account details

  • Define and establish departmental procedures

  • Database administration and data integrity oversight

Qualifications:

  • Minimum of 3 years of financial services experience preferably in a client service role

  • Bachelor's degree or equivalent experience

  • Knowledge of equity and fixed income products offered in Separately Managed Accounts (SMA)

  • Ability to interact directly with key financial partners in a professional manner

  • Excellent communication and organizational skills

  • Series 7 and 66 registrations preferred

  • Strong knowledge of Excel and PowerPoint

Neuberger Berman is an equal opportunity/affirmative action 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 (http://www.nb.com/employee_privacy_notice) .

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