Position Overview
To be responsible for the day‑to‑day activities of Client Service and serve the needs of a growing client base with a focus on Iberia (Intermediary/Institutional) and Latam (Institutional). Work closely with the respective client coverage team to support clients throughout the full life cycle.
Primary Responsibilities
- Ownership of key client relationships within the region.
- Understand clients’ investment objectives, assigned mandates, and portfolio composition & strategy.
- Direct responsibility for ensuring all client reporting and servicing needs are delivered in accordance with client requirements and legal obligations.
- Ensure timely onboarding of new accounts across our range of UCITS funds, private fund vehicles, and separate accounts.
- Act as an internal advocate for the client, collaborating with senior internal stakeholders.
- Maintain ongoing dialog with clients, ensuring all servicing needs are delivered upon.
- Demonstrate understanding of servicing expectations, communication style, and market practices relevant for the client base.
- Understand regulatory framework and requirements.
- Liaise and establish strong relationships with internal teams to ensure client servicing needs are met.
- Lead initiatives to enhance the client experience.
Key Requirements / Qualifications
- 7+ years of relevant industry experience, ideally handling Spanish speaking client base.
- Business‑fluent Spanish and English required; Portuguese preferred.
- Understanding of equity and fixed income strategies; knowledge of alternatives strategies is preferred.
- Extensive experience in onboarding (fund and segregated accounts) and handling queries.
- Ability to communicate complex investment, operational, and servicing matters clearly and confidently to sophisticated institutional clients in Spanish and English.
- Partner effectively with Client Coverage, Portfolio Management, Legal, Compliance, Operations, Product, and Reporting teams to deliver a seamless client experience.
- Team player and highly motivated.
- Highly organized, creative, enthusiastic, self‑starter.
- Strong analytical and problem‑solving, coordination skills.
- Proficient in Microsoft Word, Excel, PowerPoint.
Additional Information
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.
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.
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