VP - Client Service Associate Nordics (London or Stockholm based)

Neuberger Berman; City Of London; On-site; GBP 65,000 - 85,000; Full time

Job summary

A global asset management firm in London is seeking an experienced Client Service Manager to oversee client reporting and onboarding. The ideal candidate has over 5 years of experience, particularly with a Nordic client base, and must be skilled in communication and strong client relationship management. This role requires a deep understanding of equity and fixed income strategies, alongside proficiency in Microsoft Office tools. Competitive salary offered.

Qualifications

• 5+ years of relevant industry experience, ideally handling Nordic client base.
• Understanding of equity and fixed income strategies; knowledge of alternatives preferred.
• Extensive experience in client onboarding and servicing in UCITS funds.

Responsibilities

• Ensure all client reporting and servicing needs are met.
• Onboard new accounts across UCITS funds and private fund vehicles.
• Liaise with internal support teams for client servicing.

Skills

Client relationship management

Analytical skills

Communication skills

Team player

Problem solving

Project management

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Position Overview

To be responsible for the day-to-day activities of Client Service along with the team and serving the needs of a growing client base across EMEA and LatAm. Work closely with the Nordic client coverage team to support clients throughout the full life cycle; ensuring that all clients’ requirements are met. The position requires good understanding of the asset management business and an ability to execute on tasks and ensure key stakeholders are kept updated.

Primary Responsibilities

• Direct responsibility for ensuring all client reporting and servicing needs are delivered in accordance with client’s requirements and our legal obligations
• Ensure the timely onboarding of new accounts across our range of UCITS funds, Private fund vehicles and separate accounts
• Understand clients’ investment objectives, assigned mandates and portfolio composition & strategy.
• Be an internal advocate for the client; liaise with the portfolio management and internal support teams across the globe with appropriate insight into client requirements
• Maintain ongoing dialog with our clients, ensuring all servicing needs are delivered upon;
• Ensure the ability to support clients with their regulatory reporting requirements across client types and geographies
• Liaise and establish strong relationships with internal support teams to ensure client servicing needs are met
• Define and manage team projects to enhance internal client service procedures in accordance with industry best practices

Key Requirements / Qualifications

(essential unless stated)

• 5+ years of relevant industry experience, ideally handling Nordic client base
• Understanding of equity and fixed income strategies; knowledge of alternatives strategies is preferred
• Extensive experience in dealing with UCITS fund onboarding and queries & experience in the onboarding of segregated accounts
• Excellent presentation, writing and oral communication skills
• A proven ability to build and develop strong internal and external relationships
• Team player and highly motivated. Highly organized, creative, enthusiastic, self-starter,
• Strong analytical and problem solving, coordination skills
• Proficient in Microsoft Word, Excel, PowerPoint

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 [e-mail].

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