Client Analyst - National Accounts

Neuberger Berman•New York, NY

3d•$70,000 - $80,000•Hybrid

About The Position

As a member of the National Accounts team, the primary responsibility of the National Accounts Analyst is to provide operational, analytical, and client servicing support to the team members servicing key home office relationships at the major wire houses and broker dealers.

Requirements

1 - 3 years of experience in asset management, wealth management, intermediary distribution, or a related financial services role (e.g., business management, sales support)
Bachelor's degree required, preferably in Finance, Economics, Business, or a related field
Strong proficiency in Excel and PowerPoint; ability to work with large datasets and effectively visualize information
Demonstrated familiarity with AI tools (e.g., ChatGPT, Microsoft Copilot, or similar) and a proactive mindset toward using AI to automate workflows, surface insights, and create efficiencies across sales and operations functions
Ability to identify repetitive or manual workflows and apply AI-assisted solutions to improve speed and accuracy
Experience or strong interest in using AI for tasks such as meeting prep automation, CRM data enrichment, competitive analysis summaries, presentation drafting, or client communication templates
Eagerness to stay current on emerging AI tools relevant to asset management distribution and sales enablement
Superior interpersonal, written, and verbal communication skills; able to synthesize information and communicate clearly with both internal and external stakeholders
Ability to work independently and manage/prioritize multiple projects across numerous internal groups
Proactive, resourceful, highly motivated, and eager to learn; team player who is coachable and curious
Comfortable in a fast-paced, high-intensity environment with evolving priorities
Series 7, 63/65 (or 66) required or to be obtained within 3–6 months of hire date

Responsibilities

Partner closely with senior Relationship Managers to support coverage across key client channels, including Independent Broker Dealers and Wirehouses
Assist with day-to-day client interactions: providing materials and fact sheets, ensuring timely follow-up on action items, and coordinating meetings with internal teams
Develop strong relationships with internal groups (Legal, Compliance, Operations, Client Service, Reporting, Marketing, RFP, and Portfolio Management) to process and resolve client requests, manage deadlines, and deliver a superior client experience
Run client and prospect lists, schedule and coordinate meetings, and support targeted outreach campaigns using Salesforce and other data sources
Analyze competitive landscape and portfolio characteristics across strategies using investment research tools for product onboarding, research advocacy, and discretionary model placement
Support AUM and flow reporting, ensuring trades and flows are correctly tagged and captured across channels
Streamline client database (Salesforce) management to enable proper team coverage, prospect identification, and accurate firm information storage
Maintain core business data files, channel coding, and sales collateral in coordination with internal stakeholders
Leverage AI tools and automation to enhance CRM hygiene, data workflows, and reporting processes - reducing manual effort and improving turnaround times
Act as a day-to-day coordination point across teams, helping drive internal process improvement and data insights to support business growth
Play an integral role in creating client deliverables pre- and post-engagement, handling ad hoc requests, and maintaining quality control
Create customized presentations on the state of the business for senior management, key internal stakeholders, and clients
Maintain and organize sales collateral, product menus, and related materials across channels