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Client Service Associate

2 months ago

Olympia, United States Neuberger Berman Full time

Summary:

As a member of a centralized client service group, the Private Client Services Associate will provide onboarding and client service support to Neuberger Berman Wealth Advisor, Portfolio Management and Trust Company teams. The Associate will partner with Compliance, Business Control and Operations as a point of service contact to ensure a highly efficient and rewarding client experience.

Responsibilities: Coordinate with Neuberger Berman’s Private Wealth management teams to provide administrative and support services to new and existing clients.

Establish new accounts for natural person and entity clients. Duties include: document preparation, KYC data gathering and review, performing quality control check before submission for approval, documentation, account funding and information follow up.

Process account maintenance requests including: KYC updates (name changes, personal data updates, address changes, investment objective updates, etc.), control and interested party updates, and account updates such as margin, check writing, options, etc.

Address internal/external client service inquiries/requests. Resolve issues in a timely manner and escalate complex issues as necessary

Identify and flag suspicious activity to mitigate risk and prevent fraudulent account behavior and potential fraud exposure

Review and process requests for fund disbursements, gifting securities, ACATs and DTC transfers.

Provide support for eClient (online reporting portal), including assisting client with initial setup and subsequent general inquiries.

Alternative and Private Equity subscription document and marketing material fulfillment

Establish and maintain electronic third party data feeds

Ad hoc projects as assigned by management

Qualifications: Undergraduate degree with relevant financial services industry experience

SIE, Series 7 and 66 licenses preferred or ability to obtain

Proficient PC skills including MS Word, Excel and PowerPoint

Excellent communication skills both written and verbal

Professional presence with strong client service skills

Well organized with excellent attention to detail

Ability to prioritize workload based on evolving needs and circumstances and manage multiple tasks simultaneously

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.

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