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Client Service Advisor

Neuberger Berman
Published
June 1, 2025
Location
New York, Chicago, United States of America
Category
Job Type
Salary
$125,000-$160,000
City
New York or Chicago
State
  • New York

Description

If interested, please email marcus.wordlaw@nb.com and apply here: Careers

The Institutional Client Service Advisor (“CSA”) role is an important relationship management and servicing role within Neuberger Berman’s North America (NA) institutional business. Each Institutional Client Service Advisor is paired with a Client Advisor(s) (Institutional salesperson) and/or Senior Client Service Advisors and reports to the Head of North America Client Service. Each Client Service Advisor is expected to have the ability to forge close relationships with senior client representatives, be adept at understanding client needs, and, in response to those needs, show an ability to deliver value-added services customized to each client’s requirements. CSAs are also expected to work very closely with the Client Advisors they support and leverage their deep client knowledge to identify ‘at-risk’ relationships and forge plans to retain them or help Client Advisors identify cross-selling opportunities. This role also requires each CSA to develop strong relationships with Neuberger Berman’s investment professionals, including portfolio managers and product specialists, together with operations and functions they partner with. CSAs also need to work both autonomously and within a team environment, being flexible and possessing a team-oriented outlook.

CSAs partner with many functions across Neuberger Berman, including our operations, legal and compliance, mutual fund services, and new mandate onboarding team. On reporting specifically, CSAs are supported by our client reporting and analytics team, which is aligned against each investment capability of Neuberger Berman.

Responsibilities:

  • Provide leadership for and management of all activities and matters relating to client service for the assigned book of clients. Drive the delivery of premium service across the client base
  • Develop individual client relationship plans covering the service engagement model, working closely with the Client Advisor(s) supported
  • Proactively implement the appropriate client servicing standards, including reporting, cadence of portfolio reviews and due diligence meetings, and put together appropriate client communication plans
  • Develop relationships with appropriate client contacts and set their own relationship management schedule with appropriate touch points (including light travel when needed); use touch points to keep current on changes being made, new managers being added, portfolio restructuring being considered, consultant/staff changes, competitor insights, etc., and systematically share insights with both the consultant coverage team and client advisor
  • Have an in-depth understanding of the client portfolio and performance; provide proactive support and communication to clients with respect to production/firm performance, attributes, and developments
  • Partner with Neuberger Berman’s reporting and analytics teams in New York and Chicago to ensure the quality of client review materials. Provide PMs with appropriate materials and insights to ensure they have sufficient depth on the client’s needs in advance of each Client/Portfolio Manager interaction
  • Prepare, lead, and attend portfolio review meetings with Portfolio Managers and provide necessary follow-up, including call notes.
  • Manage and oversee all aspects of client administration and related service delivery from other internal support functions. Review reporting content and be ultimately responsible for the quality of content delivered to clients
  • Be the lead on all client interactions during the onboarding process, leveraging the onboarding team for project management internally. Proactively use the onboarding process to communicate the Neuberger Berman proposed servicing model and gain insight into client needs, including their expectations on how we interact with their consultants and other partners, if applicable
  • Together with Legal partners, negotiate Investment Management Agreements with effective communication to the client regarding policy and investment management issues. Proactively ensure Neuberger Berman delivers on all requirements established in the Investment Management Agreements
  • For customized portfolios, provide appropriate depth on the client’s mandate, investment benchmarks, guidelines, and servicing requirements to ensure all internal partners have the necessary information to act
  • Coordinate the drafting of agreements and perform the due diligence process for new clients with internal departments
  • Proactively identify trigger events putting mandates at risk (e.g., M&A, staff change, field or firm consultant change, change in consultant view on the strategy) and work with client advisors to mobilize the firm on at-risk mandates
  • Utilize contact management system (Salesforce) for entering meeting requests, documenting client interactions, distributing call notes, onboarding kick-off, and relationship maintenance
  • Ensure client receives IMA deliverables (ADV, insurance certificates, downgrade notifications, personnel updates, etc.).
  • Enter client-directed cash flows
  • Play a communications integrator role across Client Advisors and Consultant Relations
  • Attend industry conferences as a senior representative of Neuberger Berman as required

 

Qualifications:

  • 5–10 years of relevant asset management experience, preferably in a multi-asset class work environment, covering mutual fund and SMA products, as well as working knowledge of equity, alternative products, and instruments
  • Series 7, 66, and 31 licenses preferred (required within six months of employment)
  • Strong written and oral communication skills, accountable with excellent attention to detail
  • Strong organizational skills; ability to prioritize work within a dynamic, deadline-driven environment
  • Highly motivated team player with a desire to work on a wide range of projects
  • Exhibits a high degree of integrity and interest in financial markets and investment strategy
  • Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment
  • Detail-oriented with strong organizational and follow-up skills
  • Strong analytical, problem-solving, and project management skills
  • Excellent presentation, business writing, and oral communication skills
  • Proficient in Microsoft Word, Excel, and PowerPoint

 

If interested, please email marcus.wordlaw@nb.com and apply here: Careers

 

Compensation Details

The salary range for this role in Illinois is $125,000-$160,000 and the salary range for the role in New York is $125,000-$160,000. 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. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. 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.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

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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