Client Service Specialist

1 week ago

Dallas, Texas, United States Neuberger Berman Group LLC Full time
Job Title: Client Service Analyst

The Private Equity Client Service Team at Neuberger Berman Group LLC is seeking a highly skilled Client Service Analyst to provide exceptional client service and operational support for the firm's private funds. As a key member of the team, you will partner with internal teams and external fund administrators to deliver a consistent client experience.

Responsibilities:
  • Provide comprehensive support to the Investor Relations team in servicing and maintaining the investor database, including periodic and ongoing client support.
  • Assist clients with required documentation and manage internal posts of reports and marketing materials.
  • Perform account maintenance, including name/address changes and other ongoing database maintenance.
  • Regularly contact clients regarding new account documents, LOAs, account updates, checks and wires, transfers, statement inquiries, research, and other client requests.
  • Maintain accurate and detailed client files and provide client service support for NB Alternatives funds, including communication with clients regarding financial statements, capital calls, distributions, quarterly updates, and tax documents.
  • Field telephone calls and emails from clients and work with the appropriate NB staff to answer client requests.
  • Assist with special projects and contribute to the team's goal of providing exceptional client service.
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, with familiarity with working with financial and marketing databases preferred.
  • Strong written and verbal communication skills, strong client servicing skills, and ability 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 and eFront suite of applications (Front Invest and Investment Caf) is a plus.

Neuberger Berman Group LLC 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. 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.

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