Join Neuberger Berman as a Financial Client Analyst in Toronto, focusing on business development and client support. This full-time position is ideal for motivated individuals passionate about financial markets.
In this role, you will closely collaborate with Client Advisors to enhance client services and streamline internal administrative projects. Your contributions will include crafting sales presentations, managing client communications, and assisting in preparing RFPs. This position is tailored for those seeking broad exposure to both institutional and intermediary channels.
Key Responsibilities:
• Collaborate with Associates for effective client servicing
• Assist in preparing presentations and managing mail communications
• Maintain CRM for effective client and prospect management
• Support RFP production, ensuring deadlines are met
• Contribute to improving internal client service procedures
Requirements:
• 1-2 years of relevant industry experience