Sub-Advised Client Service Specialist

4 weeks ago


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

The Sub-Advised Client Service Specialist will serve as a key point of contact for our firm's sophisticated 1940 Act regulated fixed income and equity sub-advised clientele. This role offers the opportunity for the right candidate to gain significant exposure across the firm, working collaboratively with various departments to deliver exemplary service to our most significant clients.

The position requires the candidate to work closely with internal teams, including sales, legal, compliance, accounting, reporting, technology, and operations, to provide superior service to our clients. The ideal candidate will exhibit a proactive approach towards identifying and understanding both internal and external client needs and expectations.

The Sub-Advised Client Service Specialist will be responsible for coordinating client deliverables across various groups and departments, assisting in the preparation and review of internal and external reporting materials, and facilitating the coordination and management of special projects. The candidate must possess excellent communication and organizational skills, as well as the ability to problem solve and proactively address complex issues to deliver timely solutions.

Key Responsibilities:

  • Coordinate client deliverables across various groups and departments at Neuberger Berman.
  • Assist in the preparation and review of internal and external reporting materials.
  • Facilitate the coordination and management of special projects.
  • Facilitate the completion of various regulatory and investment due diligence requests.
  • 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.
  • Working knowledge of 1940 Act Mutual Fund Industry preferred.
  • Strong understanding of basic Equity and Fixed Income market fundamentals.
  • Excellent communication and organizational skills.
  • Ability to problem solve and proactively address complex issues to deliver timely solutions.
  • Proficiency in Microsoft Office Excel, PowerPoint, and Word.


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