Client Experience Manager

6 days ago


New York, New York, United States Neuberger Berman Group LLC Full time
About the Role

This is an exciting opportunity for a seasoned professional to join our team as a Senior Client Associate. In this role, you will be responsible for delivering comprehensive operational support and serving as a trusted resource for clients and the Wealth Advisor Team managing assets worth over $2 billion.

Responsibilities
  1. Provide ongoing operational support for the team's client base by managing daily transactions and inquiries accurately and within established deadlines, ensuring compliance with firm policies and federal regulations.
  2. Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients.
  3. Offer daily support for the team's client base, including opening client accounts, assisting with required documentation, and performing comprehensive account maintenance tasks.
  4. Perform tasks such as funds disbursements, name/address changes, charitable gifting, ACATS and DTC transfers, cost updates, billing/fees, and client-directed trade orders.
  5. Maintain regular and proactive contact with clients regarding new account documents, LOAs, account updates, checks and wires, account performance, trade activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access, etc.
  6. Oversee account activities including trades, cash flows, debits, margin, tech shorts, performance, transfers, allocations, fees, etc., using various in-house portfolio systems.
  7. Provide customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis.
  8. Mentor junior staff and assist with the training and onboarding of new hires. Lead and contribute to team initiatives and projects as a proven team leader.
  9. Maintain accurate and detailed client files, account information, and new business pipeline in the Salesforce database.
  10. Enhance job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations.


  • New York, New York, United States Cerity Partners Full time

    About the RoleCerity Partners is a leading national registered wealth management and institutional consulting firm. We are seeking a Client Experience Manager to provide exceptional service and support to our clients and internal teams.Key ResponsibilitiesCollaborate with internal teams to deliver family office services to UHNW individuals and familiesAssist...


  • New York, New York, United States SPS-North America Full time

    Job Overview: As a Client Experience Manager at SPS-North America, you will be responsible for overseeing multiple sites or projects on-site with our clients. Your primary goal is to ensure daily service delivery, employee management, and overall customer satisfaction while maintaining strict adherence to all SPS policies.Duties and...


  • New York, New York, United States Lifemark Health Full time

    Manager, Client Experience and Marketing AutomationHead Office role at 243 Consumers RoadThe Manager, Client Experience and Marketing Automation will lead and optimize initiatives that focus on increasing engagement and value along our customer journey workflows and growing share of wallet through data-driven marketing initiatives. This role will play a key...


  • New York, New York, United States Church Pension Group Full time

    The Church Pension Group is committed to delivering exceptional client experiences. We are seeking a Client Experience Manager to lead our efforts and drive business growth.Key ResponsibilitiesDevelop and implement strategies to improve client satisfaction and retention.Collaborate with cross-functional teams to design and deliver client-centric...


  • New York, New York, United States IPG DXTRA Full time

    About the RoleWeber Shandwick is looking for a Sr. Manager, Client Experience - Technology to join our passionate, fun, and driven team. As a Sr. Manager, you will have the opportunity to work on various top-tier brands in various technology categories, including AI, cloud, consulting, research, telecom, security and more.You will be responsible for...


  • New York, New York, United States BVLGARI Full time

    Job Description: The Customer Service Manager is responsible for leading the Customer Service team in achieving sales targets and client development goals. This individual will be responsible for developing and implementing strategies to drive tangible client experience and sales results.Key Skills:Strategic thinking and problem-solving skills.Excellent...


  • New York, New York, United States ZEFR Full time

    ZEFR is the leading global technology company enabling responsible marketing in walled garden social environments. Our solutions empower brands to manage their content adjacency on scaled platforms such as YouTube, Meta, TikTok, and Snap, in accordance with industry standard frameworks.About the Role:This position involves working closely with top brands to...


  • New York, New York, United States FORTUNE Full time

    At FORTUNE, we are committed to delivering exceptional client experiences through our Fortune Conferences division. As a Senior Client Services Manager, you will be responsible for delivering successful client experiences for Fortune's live and virtual events.">Key Responsibilities:Pre-Event: Ensure all client contract benefits are successfully delivered,...


  • New York, New York, United States The Goldman Sachs Group, Inc Full time

    Job DescriptionMORE ABOUT THIS SKILLSETPartnering with our Private Wealth Clients to provide provide exceptional client service, operational support and risk management. Answering client questions-on accounts, portfolios and records. Delivering world-class services to our clients and customers.Are you a quick-thinking self-starter with a passion for client...


  • New York, New York, United States Jobleads-US Full time

    Wealth Management Client Experience | Analyst | New York, NYOpportunity OverviewCORPORATE TITLE: AnalystOFFICE LOCATION(S): New YorkDIVISION: SkillsetMORE ABOUT THIS SKILLSETPartnering with our Private Wealth Clients to provide exceptional client service, operational support, and risk management. Answering client questions—on accounts, portfolios, and...


  • New York, New York, United States BVLGARI Full time

    **Job Description:**The Customer Relationship Management Specialist will be responsible for driving customer engagement and loyalty across our luxury retail network.This individual will oversee CRM projects, software, and tools to analyze buying trends and improve sales.Key responsibilities include:Client Acquisition & Retention: Develop and implement...


  • New York, New York, United States NVE Experience Agency Full time

    About the RoleWe are seeking a highly skilled and experienced Group Account Director to join our team at NVE Experience Agency. The successful candidate will be responsible for leading and growing multiple account teams and brands within a customer group. You will provide strategic counsel to senior-level clients, lead and manage revenue and gross profit,...


  • New York, New York, United States NVE Experience Agency Full time

    We are looking for a highly experienced Senior Account Manager to join our team in New York City. As a Senior Account Manager, you will play a critical role in driving business growth and developing strong client relationships.About the Opportunity:This is an excellent opportunity for someone who is passionate about account management and has a proven track...


  • New York, New York, United States IPG DXTRA Full time

    Senior Manager, CX - Healthcare What You Will Be Doing: Our team is seeking a Sr. Manager with healthcare, client experience, and media expertise to serve as a senior counselor to our clients. As a Senior Manager, you will be expected to develop and execute strategic integrated communications programs that deliver results. You will be responsible for driving...


  • New York, New York, United States San Francisco Art Institute Full time

    About the RoleThe Luxury Client Experience Manager at San Francisco Art Institute will lead a team of Style Advisors in delivering exceptional client experiences and driving sales growth. This role is responsible for developing and implementing strategies to enhance client relationships, improve sales performance, and maintain high visibility on the selling...


  • New York, New York, United States KNOWN Full time

    WE HAVE CREATED A WORLD WHERE ART AND SCIENCE ARE BEST FRIENDSKnown is a modern marketing company engineered for the unprecedented opportunities and challenges facing marketers today. We are about 200+ people strong, pairing PhD data scientists with award-winning creatives, strategists, engineers, and expert research teams to produce some of the most...


  • New York, New York, United States NVE Experience Agency Full time

    Key Responsibilities:Counsel and strategically grow multiple account teams and brands within a customer group.Oversee the development of experiential marketing strategies, campaigns, and projects.Develop and own relationships with senior clients, focusing on facilitating strategic growth at the Group Director level.Oversight of client service and project...


  • New York, New York, United States FOUNDRAE FINE JEWELRY Full time

    Company Overview:Founded on a lexicon of archetypal, mythological, and classical symbols, FOUNDRAE FINE JEWELRY is more than just a collection – it's an expression of identity and personal values. Our mission is to inspire individuals to take the wisdom passed down through generations and apply it to their own lives.Job Summary:We are seeking a seasoned...


  • New York, New York, United States Circa - IPG DXTRA Full time

    Job Summary:We are seeking an experienced Client Experience Innovation Manager to join our team at Circa - IPG DXTRA. In this role, you will be responsible for driving innovation and client satisfaction through the development and execution of strategic social media initiatives.


  • New York, New York, United States Citigroup Inc Part time

    About the PositionThis Customer Service position at Citigroup involves interacting with clients to address their queries, resolve issues, and provide tailored solutions. The ideal candidate will possess a friendly demeanor, excellent communication skills, and a passion for delivering outstanding customer service.Main Responsibilities:Respond to client...