Summary:

The Client Services Assistant will rotate between the various Portfolio Management or Wealth Advisor Teams on an as needed basis and provide comprehensive support in servicing high net worth clients. This position will provide the individual with a perspective on Neuberger Berman’s Private Wealth Management business and is a unique opportunity to obtain direct exposure to seasoned investment teams within the department.

Responsibilities:

Participate in daily activities of operational support team and facilitate all client service needs.Act as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients.Initiate new account opening process through Private Client Services Team. Assist clients with required documentation.Perform account maintenance including but not limited to; funds disbursements, name/address changes, year-end charitable gifting, ACATS and DTC transfers, cost updates, billing/fees, client directed trade orders, etc.Regular contact with clients regarding; new account documents, LOA’s, account updates, checks and wires, account performance, trade activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access, etc.Assist with administrative tasks including answering phones, typing correspondence, copying, filing, binding presentations, and the preparation of travel & expense reports.Assist with marketing responsibilities including mass mailings, event planning, and the preparation of prospect and client presentations and correspondence.

Qualifications:

Undergraduate degree.Series 7 and 66 required.1-2 years of client service/support in the financial services industry preferred.Proficiency in MS Office including Word, Excel, PowerPoint, and Outlook.Strong written and verbal communication skills, strong interpersonal and client servicing skills.Ability to organize, prioritize, manage multiple tasks, and keep team apprised on open items.Detail oriented and organized with strong follow-up skills.Flexible mindset in support of the rotational nature of the role.Team player and a desire to collaborate with others.

#LI-LS1 #LI-Hybrid

Compensation Details

The salary range for this role is $60,000-$80,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in New York City. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.

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