Job 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 s...
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 s...
Ready to Apply?
Take the next step in your AI career. Submit your application to Neuberger Berman today.
Submit Application