Client Associate

Summary of Role:

The Business Development team presents an exciting opportunity to support Neuberger’s sales and client servicing initiatives for our Australian business. The position will provide support across both our Institutional and Intermediary distribution channels. The Client Associate role requires a highly motivated individual who can work autonomously as an integral part of a smaller team, whilst developing key relationships with Neuberger’s Investment, Marketing, Client Service and Compliance professionals across the globe.

Responsibilities:

• Develop and maintain knowledge of the industry, Neuberger’s business strategy and full range of investment capabilities to actively support the team.
• Analyse Adviser flow information (DMI), identifying trends and opportunities (ie new supporters, inflow and outflow trends, regional and state dynamics)
• Develop prospect target lists and research sales opportunities and consultant trends in the marketplace utilizing external tools and publications.
• Prepare presentation materials for Portfolio Manager Roadshows – meeting packs, slide deck (print and ipad) for sales meetings and coordinate post-meeting follow up tasks.
• Conduct thorough meeting preparation; research each client/consultant in advance of each meeting; coordinate prep calls with necessary Portfolio Management teams and other key internal teams. Coordinate all follow-ups necessary from meetings.
• Help maintain CRM (salesforce) database ensuring accuracy of contact details, campaign management and client / prospect movements
• Prepare performance and other analytical materials for use in client reviews, consultant reviews and general industry presentations.
• Working closely with Marketing Manager to identify warm leads via Salesforce lead generation system (campaign click throughs, email opens etc), product interest registers and prospect sales opportunity pipelines. Keep current consultant profiles, activity reports and strategy rating summaries on the Salesforce CRM database.
• Oversee RFP submissions and data entered into consultant databases and questionnaires; liaise with the RFP team, ensure RFP deadlines and requirements are met, review RFPs for accuracy of content.
• Managing inbound queries and ad hoc requests (internal and external) in relation to client and prospect activities and working collaboratively with the Australian team and offshore investment, reporting and marketing teams.
• Participate in team projects as required. Family office data intelligence and qualification

Requirements:

• Undergraduate Degree or other field of study
• At least 3 years’ experience within the Financial Services/Investment industry
• General knowledge of equity, fixed income and alternative products.
• Detail oriented with strong analytical and quantitative problem-solving skills
• Excellent communication and interpersonal skills
• Strong client focus
• Self-starter who can manage multiple projects and meeting deadlines
• Strong IT skills (Excel, PowerPoint and Access) with the ability to learn programs as needed
• Ability to be an integral member of the team.
• Demonstrated initiative, drive and professionalism and ability to “think, question and challenge”

Neuberger 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].

Learn about the Applicant Privacy Notice.