Neuberger Berman · 19 hours ago
Institutional Client Service Associate - Insurance
New York, NY
Full-time
Hybrid
Mid Level
$90K/yr - $130K/yr
3+ years expNeuberger Berman is an investment management firm, and they are seeking an Institutional Client Service Associate to support the North America institutional insurance business. The role involves partnering with various teams to execute day-to-day client servicing, manage client relationships, and assist in onboarding processes.
BankingBusiness DevelopmentFinanceFinancial Services
No H1B
Responsibilities
Partner with the Insurance Client Service Advisor on day-to-day client servicing support
Review and distribute recurring client reports and materials
Coordinate and support meeting scheduling, preparation, agendas, materials (ensuring data consistency across deliverables), and follow-ups; maintain action logs
Enter client-directed cash flows
Maintain accurate CRM records (e.g., Salesforce), activities and client contact data
Manage the completion and delivery of due diligence and audit requests, track deadlines and submissions
Coordinate timely responses to client inquiries and requests
Help schedule and track client touchpoints and deliverables; document insights (e.g., portfolio changes, consultant updates, competitive intel) and share with coverage teams
Attend client calls/meetings as appropriate; draft notes and manage follow-ups
Partner with reporting/analytics teams to ensure quality and consistency of client materials
Coordinate with portfolio managers and product specialists on client-ready content
Collaborate with Legal/Compliance, Reporting, Operations, and other functions to align with client requirements established in the Investment Management Agreements
Assist with new account onboarding alongside the dedicated onboarding team, including asset transfers (tax lot, etc.), legal review, accounting standard and methodologies, impairment methodology
Together with Legal and the Portfolio Management team, negotiate Investment Management Agreements and portfolio guidelines
Support IMA obligation tracking and service-level requirements under guidance from senior team members and Legal
Maintain working knowledge of assigned client portfolios to support accurate communications, recognizing the bespoke nature of insurance mandates
Flag potential mandate risk indicators (e.g., organizational changes, consultant shifts) to the Insurance Client Advisor/Insurance Client Service Advisor; assist with next-step coordination
Participate in team projects to enhance procedures, templates, and best practices
Qualification
Required
3–5 years of institutional client service experience in asset management or financial services; insurance client exposure and familiarity with insurance-specific complexities preferred
Strong organization, follow-through, and prioritization skills; comfortable managing multiple workstreams in a deadline-driven environment
Clear, concise verbal and written communication; comfort interacting with internal stakeholders and client contacts
Collaborative, proactive, detail-oriented, and service-focused; highly motivated team player
Ability to partner across the firm (investment teams, operations, legal, risk, reporting, marketing) and build deep, trusting internal and external relationships (client facing role)
Technical skills: Proficient in Microsoft Excel, PowerPoint, Word, and Adobe; Salesforce (or similar CRM) experience a plus
Licenses: Series 7, 66, and 31 or willingness to obtain within a few months of hire
Preferred
Bachelor's degree in Business or Finance preferred
Foundational understanding in: Insurance clients and their portfolio needs (e.g., accounting/ALM considerations), Investment concepts, financial markets, and basic accounting principles, Insurance regulatory and reporting considerations
Benefits
Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits
Company
Neuberger Berman
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$18.5M2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO
Leadership Team
George Walker
Chairman and CEO
Brian Hahn
Managing Director, Senior Wealth Advisor
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