Client Service Associate
4 weeks ago
Job Summary: We are seeking a highly skilled Client Service Associate to join our team at Neuberger Berman Private Wealth. As a key member of our operations team, you will provide critical support to our Wealth Advisors, ensuring seamless client service and operational efficiency.
Responsibilities:
- Support daily operations and address all client service needs with a high level of professionalism and attention to detail.
- Act as a liaison among Wealth Advisors, Portfolio Managers, Operations, and clients, fostering strong relationships and effective communication.
- Initiate the new account opening process and assist clients with necessary documentation, ensuring compliance with regulatory requirements.
- Maintain regular client contact regarding account documents, updates, performance, and inquiries, providing exceptional customer service.
- Perform administrative duties such as answering phones, preparing correspondence, filing, and managing travel and expense reports, ensuring accuracy and timeliness.
- Support marketing efforts, including organizing mailings, tracking event attendance, and preparing presentations, to promote our Private Wealth Management business.
Qualifications:
- Bachelor's degree required.
- Obtain Series 7 and 66 licenses within the first 6 months.
- Proficiency in Microsoft Word, Outlook, PowerPoint, and experience with Salesforce and Concur is a plus.
- Strong communication, interpersonal, and client service skills, with a detail-oriented and organized approach.
- Ability to work under pressure and meet tight deadlines, with a collaborative spirit and adaptability in a fast-paced environment.
Compensation Details: The salary range for this role is $60,000-$80,000, with a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance, and other benefits to eligible employees.
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