Client Analyst - National Accounts

Neuberger Berman Group

$75,000-$90,000; discretionary bonus; comprehensiv...
Hybrid
Client & relationship support
Salesforce crm management
Ai tools for automation
Provide operational, analytical, and client servicing support to the National Accounts team servicing key home office relationships

Job Summary

  • Provide operational, analytical, and client servicing support to the National Accounts team servicing key home office relationships.
  • Leverage AI tools and automation to enhance CRM hygiene, data workflows, and reporting processes, reducing manual effort.
  • Play an integral role in creating client deliverables, handling ad hoc requests, and maintaining quality control for sales collateral.

Matching Summary

Provide operational, analytical, and client servicing support to the National Accounts team servicing key home office relationships.

Salary

$75,000-$90,000; Discretionary bonus; Comprehensive benefits package

Skills & Requirements

Must-have

  • Client & Relationship Support
  • Salesforce CRM management
  • AI tools for automation
  • Data analysis and visualization
  • Client deliverables and presentations

Nice-to-have

  • Proactive and resourceful mindset
  • Eagerness to learn AI tools
  • Team player and coachable

Key Requirements

  • 1-3 years of experience in asset management or related financial services
  • Bachelor's degree required
  • Strong proficiency in Excel and PowerPoint
  • Familiarity with AI tools
  • Series 7, 63/65 (or 66) required or to be obtained within 3-6 months

Work Rights

Must be authorized to work in the United States

Tailored Resume

Cover Letter