Client Service Analyst

2 months ago

Dallas, United States Neuberger Berman Group LLC Full time

The Private Equity Client Service Team is a niche coverage group providing client service and operational support for the firm's private funds. The team's mandate is to partner with various internal teams, as well as external fund administrators, to provide our private fund investors with a consistent client service experience. This requires a deep understanding of the product as well as operational process flow oversight and execution. The Client Service Analyst's scope of work will include ownership of the day-to-day management of client inquiries and requests, management of our fund administrator relationships, and production and dissemination of client/regulatory/shareholder services reporting as well as investor communications. The Analyst will be an integral part of the team, working toward a common goal of providing exceptional client service. They will gain hands-on experience performing various operational functions and working directly with clients as described below:

Responsibilities:

  • Provide comprehensive support to Investor Relations team in servicing, and maintaining the investor database in addition to periodic and ongoing client support
  • Assist clients with required documentation
  • Manage internal posts of reports and marketing materials
  • Perform account maintenance including but not limited to; name/address changes, and other ongoing database maintenance
  • Regular and proactive contact with clients regarding; new account documents, LOA's, account updates, checks and wires, transfers, statement inquiries, research, etc.
  • Maintain accurate and detailed client files
  • Client service support of NB Alternatives fund(s) including communication with clients regarding financial statements, capital calls, distributions, quarterly updates, and tax documents
  • Field telephone calls and emails from clients; work with the appropriate NB staff to answer client requests
  • Assist with special projects
Qualifications:
  • Undergraduate degree or 2-4 years of equivalent working experience in the financial services industry
  • Proficiency in MS Office including MS Word, Excel, PowerPoint, and Outlook products; familiarity with working with financial and marketing databases preferred
  • Strong written and verbal communication skills, strong client servicing skills
  • Strong collaboration, time management, and organizational skills
  • Able to meet deadlines and work effectively under pressure
  • Client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced work atmosphere.
  • Knowledge of Registered Funds a plus
  • Knowledge of eFront suite of applications (Front Invest and Investment Caf), preferred


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.

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