Operational Support Specialist

2 weeks ago

New York, New York, United States Neuberger Berman Group LLC Full time
Job Summary

We are seeking an experienced Operational Support Specialist to join our team at Neuberger Berman Private Wealth. As a Client Service Associate, you will be responsible for providing critical operational support to a team of Wealth Advisors, ensuring seamless client service and exceptional customer experience.

In this role, you will:

  • Manage Day-to-Day Activities: Assist in managing day-to-day activities, addressing client inquiries, and resolving any issues that may arise.
  • Facilitate Communication: Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients, fostering strong relationships and facilitating effective communication.
  • Streamline New Account Openings: Initiate the new account opening process, guiding clients through necessary documentation and ensuring timely completion.
  • Maintain Accurate Records: Handle tasks such as funds disbursements, address changes, charitable gifting, transfers, billing, and client-directed trade orders, maintaining accurate records and updating client information as needed.
  • Deliver Exceptional Client Service: Regularly contact clients regarding account documents, updates, performance, and inquiries, providing clear explanations and addressing concerns.
  • Provide Administrative Support: Assist with administrative duties, including answering phones, preparing correspondence, filing, and managing travel and expense reports.
  • Contribute to Marketing Efforts: Assist with marketing initiatives, organizing mailings, tracking event attendance, and preparing presentations to support business growth.

Requirements and Qualifications:

  • Bachelor's degree required.
  • Obtain Series 7 and 66 licenses within the first 6 months.
  • Proficiency in Microsoft Word, Outlook, PowerPoint.
  • Experience with Salesforce and Concur is a plus.
  • Strong communication, interpersonal, and client service skills.
  • Detail-oriented, organized, and able to follow up effectively.
  • Adaptable to a fast-paced, changing environment.
  • Ability to work under pressure and meet tight deadlines.
  • Team player with a collaborative spirit.

Salary and Benefits:

This role offers a salary range of $60,000-$80,000, with eligibility for a discretionary bonus. Our comprehensive benefits package includes paid time off, medical/dental/vision insurance, 401(k), life insurance, and other benefits for eligible employees.

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