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Client Service Liaison

2 months ago

Chicago, Illinois, United States Neuberger Berman Group LLC Full time
Job Summary

The Sub-Advised Client Service Analyst will serve as a key liaison between various departments, ensuring seamless support for the firm's sophisticated 1940 Act regulated fixed income and equity sub-advised clientele. This role offers a unique opportunity to immerse oneself in the multifaceted world of our Mutual Fund and Investment Management Business, while gaining significant exposure across the firm.

Key Responsibilities:
  • Coordinate client deliverables across various groups/departments at Neuberger Berman, including substantial interaction with intermediary sales, legal, compliance, fund administration, account administration, performance analytics, and product management groups.
  • Assist in the preparation and review of internal reporting materials.
  • Assist in the preparation, review, and submission of external reporting materials.
  • Facilitate the coordination and management of special projects as they arise.
  • Facilitate the completion of various regulatory and investment due diligence requests, including RFPs, DDQs, 15cs, and other required reports as needed.
  • Serve as a primary contact person to set up in-person and telephonic due diligence and performance review meetings.
Requirements:
  • Must obtain Series 7 and 66 registrations within 6 months of hire, if not already registered.
  • Bachelor's degree and 3-4 years of relevant work experience (i.e., financial services, sales, and/or customer service experience).
  • Working knowledge of 1940 Act Mutual Fund Industry preferred.
  • Strong understanding of basic Equity and Fixed Income market fundamentals.
  • Excellent communication (verbal and written) and organizational skills.
  • Ability to problem solve and proactively address complex issues to deliver timely solutions.
  • Proficiency in Microsoft Office Excel, PowerPoint, and Word.
Compensation and Benefits:

The salary range for this role is $60,000-$80,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in New York City. An employee's pay position within the salary range will be based on several factors, including relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits, including paid time off, medical/dental/vision insurance, 401(k), life insurance, and other benefits to eligible employees.

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 us.