Found Description
Elevate your career as a Junior Client Analyst at Neuberger Berman, engaging directly with Client Advisors while enhancing client servicing practices. Develop valuable skills in a renowned investment firm.
As a Junior Client Analyst, you will support established Client Advisors in day-to-day business development activities and client services. This position allows for broad exposure to both Institutional and Intermediary business channels while collaborating on internal projects.
Key Responsibilities:
• Collaborate on business development and client servicing
• Assist in crafting sales materials and presentations
• Maintain accurate CRM for client tracking
• Update business pipeline and provide detailed reports
• Coordinate RFPs to meet client specifications
Requirements:
• 1 to 2 years of relevant experience preferred
• Bachelor’s degree in finance or related field
• Motivated, detail-oriented indiv...
As a Junior Client Analyst, you will support established Client Advisors in day-to-day business development activities and client services. This position allows for broad exposure to both Institutional and Intermediary business channels while collaborating on internal projects.
Key Responsibilities:
• Collaborate on business development and client servicing
• Assist in crafting sales materials and presentations
• Maintain accurate CRM for client tracking
• Update business pipeline and provide detailed reports
• Coordinate RFPs to meet client specifications
Requirements:
• 1 to 2 years of relevant experience preferred
• Bachelor’s degree in finance or related field
• Motivated, detail-oriented indiv...
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