Client Service Analyst

Responsibilities

• Provide comprehensive support to the Investor Relations team in servicing and maintaining the investor database, as well as periodic and ongoing client support.
• Assist clients with required documentation.
• Manage internal posting of reports and marketing materials.
• Perform account maintenance, including name/address changes, bank wire instruction updates, and other ongoing database maintenance.
• Maintain regular, proactive contact with clients regarding new account documents, letters of authority, account updates, checks, wires, transfers, statement inquiries, research, etc.
• Maintain accurate and detailed client files.
• Support NB Alternatives fund(s) by communicating with clients about financial statements, capital calls, distributions, quarterly updates, and tax documents.
• Field telephone calls and emails from clients and coordinate with appropriate NB staff to address client requests.
• Assist with special projects.

Qualifications

• Undergraduate degree or 2–4 years of equivalent experience in the financial services industry.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook); familiarity with financial and marketing databases preferred.
• Strong written and verbal communication skills and client‑servicing abilities.
• Strong collaboration, time‑management, and organizational skills.
• Ability to meet deadlines and work effectively under pressure.
• Client‑focused, detail‑oriented with a strong ability to multitask in a fast‑paced environment.
• Knowledge of Registered Funds (a plus).
• Knowledge of the eFront suite of applications (Front Invest and Investment Café) preferred.
• Must be authorized to work in the country of employment without the need for sponsorship.

Pay

The salary range for this role is $70,000 – $80,000. Compensation may vary based on education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and other factors. The position is also eligible for a discretionary bonus, which, together with base salary and retirement contributions, forms part of the total comprehensive package.

Benefits

• Paid time off
• Medical, dental, and vision insurance
• Retirement plan contributions
• Life insurance
• Additional benefits available to eligible employees