Client Service Analyst

nb; Dallas (TX); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Paid time off

Medical insurance

Dental insurance

Vision insurance

Retirement plan

Life insurance

Job summary

Neuberger Berman seeks a Client Service Analyst to support our Private Equity Client Service Team in Dallas. You will manage day-to-day client inquiries, coordinate with fund administrators, and produce client/regulatory/shareholder reporting and investor communications.

The role offers exposure to NB Alternatives funds and a fast-paced, client-focused environment. The candidate should have an undergraduate degree or 2-4 years of related experience, strong MS Office skills, and excellent written

Qualifications

• Undergraduate degree or 2-4 years of equivalent experience in financial services.
• Proficiency in MS Office (Word, Excel, PowerPoint, Outlook). Familiarity with financial/marketing databases preferred.
• Strong written and verbal communication and client servicing skills.

Responsibilities

• Provide comprehensive support to Investor Relations in servicing and maintaining the investor database and client support.
• Assist clients with required documentation.
• Manage internal posts of reports and marketing materials.
• Perform account maintenance including name/address changes and bank wire updates.
• Regular contact with clients regarding documents, updates, checks, and wires.

Skills

Client servicing

Written/verbal comms

Time management

Organizational skills

Deadline driven

Multi-tasking

Education

Undergraduate degree or 2-4 years equivalent

Tools

MS Office

Front Invest/Investment Café

Financial databases

Job description

The Private Equity Client Service Team is a niche coverage group providing client service and operational support for the firm's private funds. The team's mandate is to partner with various internal teams, as well as external fund administrators, to provide our private fund investors with consistent client service experience. This requires a deep understanding of the product as well as operational process flow oversight and execution. The Client Service Analyst's scope of work will include ownership of the day-to-day management of client inquiries and requests, management of our fund administrator relationships, and production and dissemination of client/regulatory/shareholder services reporting as well as investor communications. The Analyst will be an integral part of the team, working toward a common goal of providing exceptional client service. They will gain hands-on experience performing various operational functions and working directly with clients as described below:

Responsibilities

• Provide comprehensive support to the Investor Relations team in servicing and maintaining the investor database in addition to periodic and ongoing client support.
• Assist clients with required documentation.
• Manage internal posts of reports and marketing materials.
• Perform account maintenance including but not limited to; name/address changes, bank wire instruction updates and other ongoing database maintenance.
• Regular and proactive contact with clients regarding; new account documents, LOA's, account updates, checks, and wires, transfers, statement inquiries, research, etc.
• Maintain accurate and detailed client files.
• Client service support of NB Alternatives fund(s) including communication with clients regarding financial statements, capital calls, distributions, quarterly updates, and tax documents.
• Field telephone calls and emails from clients; work with the appropriate NB staff to answer client requests.
• Assist with special projects.

Requirements

• Undergraduate degree or 2-4 years of equivalent working experience in the financial services industry
• Proficiency in MS Office including MS Word, Excel, PowerPoint, and Outlook products; familiarity with working with financial and marketing databases preferred.
• Strong written and verbal communication skills, strong client servicing skills
• Strong collaboration, time management, and organizational skills
• Able to meet deadlines and work effectively under pressure.
• Client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced work atmosphere.
• Knowledge of Registered Funds a plus
• Knowledge of eFront suite of applications (Front Invest and Investment Café), preferred.

Compensation Details

The salary range for this role is $70,000-$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 the job posting location. 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, retirement, 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.

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Neuberger 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.

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