"Alerted.org

The Institutional Client Service Advisor (“CSA”) role is an important relationship management and servicing role within Neuberger Berman’s North America (NA) institutional business. Each Institutional Client Service Advisor is paired with a Client Advisor(s) (Institutional salesperson) and/or Senior Client Service Advisors and reports to the Head of North America Client Service. Each Client Service Advisor is expected to have the ability to forge close relationships with senior client representatives, be adept at understanding client needs, and, in response to those needs, show an ability to deliver value-added services customized to each client’s requirements. CSAs are also expected to work very closely with the Client Advisors they support and leverage their deep client knowledge to identify ‘at-risk’ relationships and forge plans to retain them or help Client Advisors identify cross-selling opportunities. This role also requires each CSA to develop strong relationships with Neuberger Berman’s investment professionals, including portfolio managers and product specialists, together with operations and functions they partner with. CSAs also need to work both autonomously and within a team environment, being flexible and possessing a team-oriented outlook.

CSAs partner with many functions across Neuberger Berman, including our operations, legal and compliance, mutual fund services, and new mandate onboarding team. On reporting specifically, CSAs are supported by our client reporting and analytics team, which is aligned against each investment capability of Neuberger Berman.

Responsibilities:

+ Provide leadership for and management of all activities and matters relating to client servicefor the assigned book of clients. Drive the delivery of premium service across the client base

+ Develop individual client relationship plans covering the service engagement model, working closely with the Client Advisor(s) supported

+ Proactively implement the appropriate client servicing standards,including reporting, cadence of portfolio reviews and due diligence meetings, and put together appropriate client communication plans

+ Develop relationships with appropriate client contactsand set their own relationship management schedule with appropriate touch points (including light travel when needed); use touch points to keep current on changes being made, new managers being added, portfolio restructuring being considered, consultant/staff changes, competitor insights, etc., and systematically share insights with both the consultant coverage team and client advisor

+ Have an in-depth understanding of the client portfolio and performance;provide proactive support and communication to clients with respect to production/firm performance, attributes, and developments

+ Partner with Neuberger Berman’s reporting and analytics teamsin New York and Chicago to ensure the quality of client review materials. Provide PMs with appropriate materials and insights to ensure they have sufficient depth on the client’s needs in advance of each Client/Portfolio Manager interaction

+ Prepare, lead, and attend portfolio review meetingswith Portfolio Managers and provide necessary follow-up, including call notes.

+ Manage and oversee all aspects of client administration and related service deliveryfrom other internal support functions. Review reporting content and be ultimately responsible for the quality of content delivered to clients

+ Be the lead on all client interactions during the onboarding process, leveraging the onboarding team for project management internally. Proactively use the onboarding process to communicate the Neuberger Berman proposed servicing model and gain insight into client needs, including their expectations on how we interact with their consultants and other partners, if applicable

+ Together with Legal partners, negotiate Investment Management Agreementswith effective communication to the client regarding policy and investment management issues. Proactively ensure Neuberger Berman delivers on all requirements established in the Investment Management Agreements

+ For customized portfolios, provide appropriate depthon the client’s mandate, investment benchmarks, guidelines, and servicing requirements to ensure all internal partners have the necessary information to act

+ Coordinate the drafting of agreementsand perform the due diligence process for new clients with internal departments

+ Proactively identify trigger events putting mandates at risk(e.g., M&A, staff change, field or firm consultant change, change in consultant view on the strategy) and work with client advisors to mobilize the firm on at-risk mandates

+ Utilize contact management system (Salesforce)for entering meeting requests, documenting client interactions, distributing call notes, onboarding kick-off, and relationship maintenance

+ Ensure client receives IMA deliverables(ADV, insurance certificates, downgrade notifications, personnel updates, etc.).

+ Enter client-directed cash flows

+ Play a communications integrator roleacross Client Advisors and Consultant Relations

+ Attend industry conferencesas a senior representative of Neuberger Berman as required

Qualifications:

+ 4-7+ years of relevant asset management experience,preferably in a multi-asset class work environment, covering mutual fund and SMA products, as well as working knowledge of equity, alternative products, and instruments

+ Series 7, 66, and 31 licenses preferred(required within six months of employment)

+ Strong written and oral communication skills, accountable with excellent attention to detail

+ Strong organizational skills; ability to prioritize work within a dynamic, deadline-driven environment

+ Highly motivated team playerwith a desire to work on a wide range of projects

+ Exhibits a high degree of integrityand interest in financial markets and investment strategy

+ Ability to work well with different individuals and contactsof all levels of the business in a high-pressure environment

+ Detail-orientedwith strong organizational and follow-up skills

+ Strong analytical, problem-solving, and project management skills

+ Excellent presentation, business writing, and oral communication skills

+ Proficient in Microsoft Word, Excel, and PowerPoint

\#LI-JG3

\#LI-Hybrid

Compensation Details

The salary range for this role in Illinois is $120,000-$140,000 and the salary range for the role in New York is $120,000-$140,000. 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. 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, 401(k), 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.

_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_ [email protected]_ _._

_Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) ._

Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.

Tenured, stable and long-term in focus, the firm has built a diverse team—including 760-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).

Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.

For important disclosures: http://www.nb.com/linkedin