Private Wealth Client Associate Neuberger Berman
Overview
The Private Wealth Client Associate at Neuberger Berman leads client interactions for the Weiner Team. This role serves as the main contact for high-net-worth clients handling onboarding account management and daily needs. The position involves coordinating with Portfolio Managers and supporting compliance operations. It requires delivering seamless experiences through collaboration with multiple departments.
What You'll Do11
- 1Serve as primary point of contact for high-net-worth clients addressing inquiries about accounts and transactions
- 2Process account openings closings transfers and other client requests
- 3Oversee asset transfers and complete required documentation
- 4Perform daily account maintenance including checks wires and RMDs
- 5Prepare correspondence and presentations for internal and external clients
- 6Create and update financial reports and distribute oversight reports
- 7Review and process quarterly billing adding removing accounts and updating fees
- 8Utilize Salesforce and Outlook to manage client information and track contacts
- 9Interact with operations to resolve discrepancies and compile data for reporting
- 10Maintain organization and prioritize tasks in a fast-paced environment
- 11Exercise discretion with confidential information and meet deadlines independently
Requirements5
- 1SIE Series 7 Series 66 2-4 years client service experience preferred
- 2Proficiency in Microsoft Office Salesforce FactSet
- 3Strong interpersonal client service skills
- 4Detail-oriented team-oriented individual
- 5Ability to work without sponsorship
Salary Insight
Salary not disclosed in listing
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