Client Service Associate at NNBI Holdings Pty Ltd

London, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

11 Jun, 26

Salary

0.0

Posted On

13 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Asset Management, Client Reporting, Account Onboarding, UCITS Funds, Private Fund Vehicles, Segregated Accounts, Investment Objectives, Portfolio Management, Regulatory Reporting, Stakeholder Communication, Relationship Building, Analytical Skills, Problem Solving, Coordination, Microsoft Word

Industry

Financial Services

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 in Itay. Work closely with the client coverage teams to support clients throughout the full life cycle; ensuring that all clients’ requirements are met. The position requires an 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 Experience with 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 Fluent in Italian 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 #LI-NM1 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. Learn about the Applicant Privacy Notice.

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Responsibilities

The associate will manage day-to-day Client Service activities, supporting a growing client base in Italy by ensuring all client requirements are met throughout the full lifecycle. Primary duties include delivering client reporting, onboarding new accounts across various fund types, understanding client investment strategies, and acting as an internal advocate for client needs.