Senior Client Associate

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

Experience and Skills Qualifications:

• 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)

• Familiarity with Salesforce is a plus

• 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

Compensation Details

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.

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