Institutional Client Service Associate

Neuberger Berman Group

New York, NY, United States
Base: $90,000-$120,000; bonus/equity: discretionar...
On-site
Institutional client service experience
Financial markets understanding
Client reporting and materials
The CSA partners closely with Client Service Advisors and other teams to execute day-to-day client servicing, internal coordination, and team projects

Job Summary

  • The CSA partners closely with Client Service Advisors and other teams to execute day-to-day client servicing, internal coordination, and team projects.
  • Responsibilities include reviewing client reports, coordinating meetings, managing client inquiries, and assisting with new account onboarding.
  • Success requires strong organization, attention to detail, responsiveness, and the ability to work both independently and as part of a collaborative team.

Matching Summary

The CSA partners closely with Client Service Advisors and other teams to execute day-to-day client servicing, internal coordination, and team projects.

Salary

Base: $90,000-$120,000; Bonus/Equity: Discretionary bonus; Benefits: Comprehensive package including paid time off, medical/dental/vision insurance, retirement, life insurance

Skills & Requirements

Must-have

  • Institutional client service experience
  • Financial markets understanding
  • Client reporting and materials
  • CRM record maintenance
  • Due diligence and audit requests

Nice-to-have

  • Collaborative team player
  • Proactive and service-focused
  • Process improvement participation

Key Requirements

  • 3-5 years of institutional client service experience
  • Bachelor's degree in Business or Finance preferred
  • Series 7, 63/65 (or 66) and 31 required or to be obtained within 3–6 months

Work Rights

Authorized to work in the United States

Tailored Resume

Cover Letter