Senior Client Associate
About The Position
Business Overview: The Messinger Group is a private wealth management team within Neuberger Berman providing customized investment and holistic wealth planning services to high-net worth families. Primary 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, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, 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 presentation materials for client portfolio reviews and ad hoc requests Maintain multiple addressees to group clients for reporting and trading purposes Utilize Salesforce and Outlook to manage client information, track client contact frequency, and record notes and strategy updates from meetings Interact with operations and middle office to resolve account or performance discrepancies
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
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, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, 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 presentation materials for client portfolio reviews and ad hoc requests
- Maintain multiple addressees to group clients for reporting and trading purposes
- Utilize Salesforce and Outlook to manage client information, track client contact frequency, and record notes and strategy updates from meetings
- Interact with operations and middle office to resolve account or performance discrepancies
Benefits
- paid time off
- medical/dental/vision insurance
- retirement
- life insurance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
