Client Associate
Client Associate
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$ 75000 - 95000
1 Vacancy
Job Description
Summary:
The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Bermans Private Wealth Management business. The Client Associate enhances the client experience by assisting with the service maintenance and growth of the teams high net worth book of business.
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 charitable gifting ACATS and DTC transfers cost updates billing/fees client directed trade orders etc.
- Regular and proactive contact with clients regarding; new account documents LOAs account updates checks and wires account performance trade activity transfers statement inquiries research fees objective changes portfolio market values stock quotes online access etc.
- Monitor account activity including trades cash flows debits margin tech shorts performance transfers allocations fees etc. by utilizing various inhouse portfolio systems.
- Provide customized reporting and analysis to client or Wealth Advisor team on a regular or ad hoc basis.
- Prepare subscription documents for Private Equity investments. Track capital calls and distributions.
- Maintain account information and new business pipeline in Salesforce database.
- Maintain accurate and detailed client files.
Qualifications:
- Undergraduate degree.
- Series 7 and 66 licenses required..
- Minimum of 13 years of client service/support or related experience in the financial services industry.
- Proficiency in Microsoft Office including Word Excel PowerPoint and Outlook; familiarity working with financial and marketing databases preferred.
- 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.
- Ability to adapt to a rapidly changing and fast paced business environment.
- Team player and a desire to collaborate with others.
Compensation Details
The salary range for this role is $75000$95000. 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 employees 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 revenuebased 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 Companys sole discretion unless and until paid and may be modified at the Companys 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 .
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Required Experience:
IC
Employment Type
Full-Time
