Client Service Senior Analyst

New York, NY · Senior

Sponsorship not specified$80k-$95kDetected 1 day ago

AccessibilityExcelCommunicationCollaborationTime ManagementOrganizational SkillsMicrosoft Office

About the role

This requires a deep understanding of the product as well as operational process flow oversight and execution.
This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting.

Provide comprehensive support to Investor Relations team in onboarding, servicing, and maintaining the investor database in addition to periodic and ongoing client support.
Perform account maintenance including but not limited to
new account documents.
Maintain accurate and detailed client files.
Client service support of NB Alternatives fund(s) including communication with clients regarding financial statements, capital calls, distributions, quarterly updates, and tax documents.
Perform account maintenance including but not limited to; name/address changes, gifting and/or transferring partnership interest, and other ongoing database maintenance.
Regular and proactive contact with clients regarding; new account documents.
The team's mandate is to partner with various internal teams, as well as external fund administrators, to provide our private fund investors with consistent client service experience.

Bachelor's Degree
2-3+ years of relevant experience
Advanced knowledge of MS Excel, Word, and PowerPoint
Client focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast past work atmosphere
Onboard clients and assist clients with required documentation.

Experience working with/at a Fund Administrator
Private Equity exposure
Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
Compensation Details
We may ultimately pay more or less than the posted range, and the range may be modified in the future.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable.
Neuberger is an equal opportunity employer.

The salary range for this role is $80,000-$95,000.
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.
This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package.
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.

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, retirement, life insurance and other benefits to eligible employees.

Work as part of a team environment toward a common goal of providing exceptional client service.
The Analyst will be an integral part of the Client Service Team performing various operational and client service functions as described below:

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

This listing is sourced directly from Nb's careers page and normalized into a canonical job model.