Client Associate

Overview

As a Client Associate / Junior Relationship Manager, you will support the Nordic Client Coverage team in managing relationships with Nordic intermediaries and supporting sales activities. You will work with global teams to represent the full Neuberger Berman product suite across equities, fixed income and alternatives. The role involves organizing client activity, conducting market research, and maintaining CRM to enhance the sales process. This is an opportunity to help grow the Nordic franchise while engaging cross‑functionally in a high‑performance, client‑centric environment.

Responsibilities

• Support day-to-day client activity and strategic initiatives for the local team
• Manage outbound and inbound sales with proactive engagement with leads and follow-ups
• Liaise with Portfolio Management, Client Service, Marketing and Compliance for client deliverables
• Organize prospective client activity and prepare client presentations
• Ensure all activity complies with regulatory framework
• Conduct market research and assist with business strategies and client analysis
• Maintain CRM, produce pipeline activity and meeting notes to optimize sales processes
• Serve existing clients and collaborate with client services to meet needs
• Initiate outbound calls and organize client meetings; prepare new business sales presentations
• Coordinate client communications with marketing and client services and support client events and collateral efforts

Key requirements

• Self-starter who moves initiatives forward with ownership
• Willingness to travel frequently to present NB strategies
• Excellent interpersonal and communication skills, both written and verbal
• Willingness to learn, collaborate and partner across the business
• Strong interest in asset management, financial services and markets
• Strong numeracy with good Excel skills and working knowledge of PowerPoint
• Ability to work with cross-functional teams to communicate investment philosophies
• Organizing client events and marketing collateral efforts (involves coordinating across teams)
• Excellent interpersonal attitude
• Willingness to learn and collaborate
• Strong written and verbal communication
• Excel
• PowerPoint
• CRM systems

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