Wealth Management Coordinator
Wealth Management Coordinator
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Job Description
Summary
The Wealth Management Coordinator will provide both marketing and administrative support to three Wealth Advisors in Neuberger Bermans Dallas office. The ideal candidate is energized by working in a dynamic highly skilled team environment possesses a proactive work ethic and has an active interest in the financial markets. This role offers a unique perspective on Neuberger Bermans Private Wealth Management business and requires a candidate who can confidently engage with ultra-high-net-worth clients.
Key Responsibilities
Marketing Duties
Maintain all client and prospect data in Salesforce with accuracy and attention to detail
Take ownership of all marketing initiatives including campaign development and execution
Prepare and execute mass mailings (e.g. weekly e-mail blasts welcome letters newsletters quarterly client reports)
Coordinate and assist in event planning and marketing campaigns.
Prepare prospect and client presentations and correspondence
Administrative Duties
Manage Outlook calendars for Wealth Advisors including travel arrangements scheduling meetings and coordinating calls/video conferences
Prepare travel and expense reports
Support the client associate team with account maintenance tasks
Prepare subscription documents for Private Equity investments and track capital calls/distributions
Perform general office duties such as answering phones greeting clients typing correspondence copying filing binding presentations supply orders and sorting/distributing mail
Ideal Candidate Profile
Extensive client-facing experience: Confident in answering phones greeting clients and setting up for meetings (including refreshments)
Exposure to financial services (e.g. banking mortgages wealth management) strongly preferred
Professional and polished demeanor with the ability to represent the team to ultra-high-net-worth clients
Well-spoken articulate and highly professional
Strong organizational skills with the ability to track manage and prioritize multiple tasks
Exceptional attention to detail particularly when interacting with high-net-worth clients
Ability to multi-task and maintain a positive attitude in a fast-paced small team environment
Adaptability to work effectively with diverse personalities
Qualifications
Undergraduate degree required
Minimum 2-3 years of administrative support or related experience
Advanced proficiency in Microsoft Word Outlook PowerPoint and Adobe Acrobat/Pro; familiarity with mail merges and tables
Salesforce and Concur experience a plus
Excellent written and verbal communication skills; strong interpersonal and client service abilities
Detail-oriented organized and strong follow-up skills
Ability to adapt to a rapidly changing business environment and operate effectively under tight deadlines
Team player with a collaborative mindset
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Compensation Details
The salary range for this role is $65000-$85000. 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 the job posting location. 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 business sector performance shift travel requirements sales or revenue-based metrics market benchmarking data any collective bargaining agreements and business or organizational needs. This job is also eligible for a discretionary bonus which along with base salary and retirement contributions is part of our total comprehensive package. 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 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
