Client Associate / Senior Client Associate - Private Wealth Management

Neuberger Berman • New York, NY

1d • $80,000 - $95,000

About The Position

This is a top ranked Private Wealth Management team within Neuberger Berman providing customized investment and holistic wealth planning services to ultra-high-net worth families.

Requirements

• SIE, Series 7, and Series 66 required
• 2-4 years of client service or support experience in the financial services industry preferred
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Strong interpersonal, client service, and communication skills (written and verbal)
• Ability to organize, prioritize, and manage multiple tasks in a fast-paced environment, strong time management, follow-up, and organizational skills
• Detail-oriented, team-oriented, and able to work independently with minimal supervision
• Capable of exercising discretion with confidential information
• Ability to take initiative and meet clear deadlines
• Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Nice To Haves

• Familiarity with Salesforce is a plus

Responsibilities

• Serve as a primary point of contact for high-net-worth clients, addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable giving, account performance, trading, asset transfers, statement inquiries, objective changes, portfolio market values, and online access
• Process account openings/closings, transfers, and other client requests; oversee transfer of assets, and ensure completion of all required documentation
• Perform daily review and maintenance of client accounts, including administrative changes, cash/security movements, and addressing insufficient funds for scheduled remittances
• Execute account maintenance (checks and wires, RMDs, name/address/beneficiary changes, ACAT/DTC transfers, cost updates, client-directed trade orders, and other miscellaneous requests)
• Prepare correspondence and materials for client ad hoc requests
• Utilize Salesforce and Outlook to manage client information, track client contact frequency, and record notes and strategy updates from meetings
• Interact with multiple internal teams to resolve client inquiries in an efficient manner

Benefits

• We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed