Client Associate

4 months ago

Dallas, United States Neuberger Berman Group LLC Full time
Summary:

The Client Associate will provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under management. The Client Associate enhances the client experience by assisting with the service, maintenance and growth of the team's high net worth book of business. This position will provide the individual with a perspective on Neuberger Berman's Private Wealth Management 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, LOA's, 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 in-house portfolio systems.
  • Provide customized reporting and analysis to client or Wealth Advisor team on a regular or ad hoc basis.
  • Maintain account information and new business pipeline in Salesforce database.
  • Maintain accurate and detailed client files.
Qualifications:
  • Undergraduate degree.
  • Series 7 and 66 licenses.
  • 5+ years of client service/support or related experience in the financial services industry.
  • Broad knowledge of Wealth Management, financial products, and services.
  • Exceptional 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.
  • Detail oriented and organized with strong follow-up skills.
  • Ability to adapt to a rapidly changing and fast paced business environment.
  • Ability to operate effectively and work under pressure with tight deadlines.
  • Team player and a desire to collaborate with others.


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 onlineaccommodations@nb.com.

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