Institutional Client Service Associate - Insurance presso Neuberger Berman

Description

Summary

The Institutional Client Service Associate (CSA) – Insurance Solutions is a client service role supporting the North America institutional insurance business. The CSA partners closely with the Insurance Client Service Advisor, Insurance Client Advisors, the broader Client Service team, and portfolio management and resources across the firm (operations, legal and compliance, RFP, reporting and analytics, onboarding, and mutual fund services). Reporting to the Manager of Client Service NA, the CSA helps execute day-to-day client servicing, internal coordination, and team projects. Success requires strong organization, attention to detail, responsiveness, and the ability to work both independently and as part of a collaborative team.

Core 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

• Relationship management assistance and cross-functional coordination

  • 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

• Onboarding

  • 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

• Portfolio and performance awareness: Maintain working knowledge of assigned client portfolios to support accurate communications, recognizing the bespoke nature of insurance mandates

• Risk and retention support: 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

• Process improvement: Participate in team projects to enhance procedures, templates, and best practices

Qualifications

• 3–5 years of institutional client service experience in asset management or financial services; insurance client exposure and familiarity with insurance-specific complexities 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

• 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

Role Calibration for CSA

• Emphasis on coordination, preparation, quality control, and timely execution

• Works under guidance from Insurance Client Service Advisor on complex items

• Increasing autonomy over time as product and client familiarity develops

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Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Compensation Details

The salary range for this role in Illinois is $90,000-$130,000 and the salary range for the role in New York is $90,000-$130,000. 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, retirement, 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].

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