Client Service Advisor
Neuberger Berman(4 months ago)
About this role
The role involves preparing, delivering, and retaining client reporting related to financial instruments and ancillary operations. It includes compiling periodic and ad-hoc reports for various investment accounts, managing client relationships, and ensuring effective data acquisition and management.
Required Skills
- Client Management
- Data Management
- Reporting
- Market Knowledge
Qualifications
- Approximately 3 Years Experience in Asset Management
- Intermediate English Proficiency
- PC Skills
About Neuberger Berman
nb.comNeuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.
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