Institutional Client Service Associate

3–5 years of institutional client service experience in asset management or financial services

Foundational understanding of Institutional clients and their portfolio needs (e.g., accounting/ALM considerations) and investment concepts, financial markets, and basic accounting principles

Ability to partner across the firm (investment teams, operations, legal, risk, reporting, marketing) and build deep, trusting internal and external relationships (client facing role)

Foundational understanding of Institutional clients and their portfolio needs (e.g., accounting/ALM considerations) and investment concepts, financial markets, and basic accounting principles

Ability to partner across the firm (investment teams, operations, legal, risk, reporting, marketing) and build deep, trusting internal and external relationships (client facing role)

Neuberger Berman is an equal

opportunity

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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Learn about the

Partner with the Client Service Advisors on d

ay-to-day client servicing support

Review and distribute recurring client reports and materials

Coordinate and support meeting scheduling, preparation, agendas, materials (ensuring data consistency across deliverables), and follow-ups; maintain action logs

Enter client-directed cash flows

Maintain accurate CRM records (e.g., Salesforce), activities and client contact data

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