Jobs
>
New York City

    Client Associate - New York, United States - Neuberger Berman Group LLC

    Neuberger Berman Group LLC
    Neuberger Berman Group LLC New York, United States

    2 weeks ago

    Default job background
    Description

    Summary:
    The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth.

    The candidate will enhance the client experience by assisting with the service, maintenance and growth of the team's high net worth book of 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, Operating Platform teams, and clients.
    Initiate new account opening process through Centralized Business Services Team. Assist clients with review of 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.
    Prepare subscription documents for Private Equity investments. Track capital calls and distributions.
    Maintain account information and new business pipeline in Salesforce database.
    Maintain accurate and detailed client files.


    Qualifications:
    Undergraduate degree.
    Series 7 and 66 licenses.
    Minimum of 2-3 years of client service/support or related experience in the financial services industry.
    Proficiency in Microsoft Office including Word, Excel, PowerPoint, and Outlook; familiarity working with financial and marketing databases preferred.
    Strong 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.
    Ability to adapt to a rapidly changing and fast paced business environment.
    Team player and a desire to collaborate with others.
    Compensation DetailsThe salary range for this role is $75,000-$95,000.

    This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting.

    We may ultimately pay more or less than the posted range, and the range may be modified in the future.

    This range is only applicable for jobs to be performed in New York City.

    An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs.

    This job is also eligible for a discretionary bonus.

    We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.


    Note:

    No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable.

    The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

    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 about the Applicant Privacy Notice.

  • UBS

    Client Associate

    2 days ago

    UBS New York, United States

    United States - New York · - Business development, Business management, administration and support, Client advisory / Relationship management, Financial Advisors, Management and Business Support, Operations · - Global Wealth Management · **Job Reference #** · BR · **City** · - Ne ...

  • UBS

    Registered Client Associate

    2 days ago

    UBS New York, United States

    United States - New York · - Business management, administration and support, Client advisory / Relationship management · - Global Wealth Management · **Job Reference #** · BR · **City** · - New York · **Job Type** · - Full Time · **Your role** · - Are you truly service oriented? ...

  • Songtrust

    Associate, Client Services

    6 days ago

    Songtrust New York, United States

    SongtrustR is the world's largest technology solution for global music publishing royalty collection and administration. It was founded to simplify music rights management and remove the complexity of the publishing landscape. Songtrust's core mission is to help musicians, publis ...

  • Hilldun Corporation

    Client Relations Associate

    1 day ago

    Hilldun Corporation New York, United States

    About Us: · Hilldun Corporation is a leading factoring and finance company in the fashion industry. With a rich history and a strong commitment to serving our clients, we provide innovative financial solutions that support businesses in the fashion sector. Our company is known fo ...

  • CJ

    Client Partnerships Associate

    1 week ago

    CJ New York, United States

    **Company Description** · From helping to invent the affiliate industry, to performance marketing and what comes next, we've earned a reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. Founded in Santa Barb ...

  • HSBC

    Associate Client Management

    5 days ago

    HSBC New York, United States

    -Job description · Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the peo ...

  • Neuberger Berman

    Client Reporting Associate

    1 week ago

    Neuberger Berman New York, United States

    Summary · **Responsibilities**: · - Client Reporting_ · - Assist generating customized quarterly reports and analysis, in accordance with established industry and firm standards and requirements. · - Collaborate with Reporting and Technology teams to resolve reporting issues as t ...

  • Advisor Business Solutions

    Client Service Associate

    3 days ago

    Advisor Business Solutions New York, United States

    **Qualifications**: · Knowledge of investment and portfolio administration such as fund transfers and withdrawals, RMDs, capital gains, and losses, calculation of stepped-up cost basis, ACATs, new account documentation, and classification of securities. Experience with the Fideli ...

  • Morgan Stanley

    Registered Client Service Associate

    5 days ago

    Morgan Stanley New York, United States

    Registered Client Service Associate · Job Number: · 3249135 · POSTING DATE: Apr 18, 2024 · PRIMARY LOCATION: Americas-United States of America-New York-New York · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Non-Exempt · DESCRIPTION · -: · Registered Client Se ...

  • UBS

    Registered Client Service Associate

    2 weeks ago

    UBS New York, United States

    United States - New York · - Business development, Business management, administration and support, Client advisory / Relationship management, Financial Advisors · - Global Wealth Management · **Job Reference #** · BR · **City** · - New York · **Job Type** · - Full Time · **Your ...

  • Haymarket Media, Inc

    Associate Client Success Specialist

    1 day ago

    Haymarket Media, Inc New York, United States

    **Associate Client Success Specialist** · Haymarket Media, Inc. is seeking an **Associate Client Success Specialist** to join the BMG team. This position is located in our **NYC **office. · **Job Overview**: · **Responsibilities**: · - Manage all custom and traditional sponsorshi ...

  • NYU Langone Health

    HR Client Solutions Associate

    1 week ago

    NYU Langone Health New York, United States

    **NYU Langone Health** is a world-class, patient-centered, integrated academic medical center, known for its excellence in clinical care, research, and education. It comprises more than 200 locations throughout the New York area, including five inpatient locations, a children's h ...

  • UBS

    Registered Client Service Associate

    6 days ago

    UBS New York, United States

    United States - New York · - Business management, administration and support · - Global Wealth Management · **Job Reference #** · BR · **City** · - New York · **Job Type** · - Full Time · **Your role** · - keep management systems up-to-date with client information · - educate cli ...

  • Coach

    Associate, Business to Business Initiatives, Client

    2 weeks ago

    Coach New York, United States

    Coach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to last—for you to be yourself in. · Coach is part of the Tapestry por ...

  • Stifel Financial

    Non - Registered Client Service Associate

    37 minutes ago

    Stifel Financial New York, United States

    **Summary** · Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word process ...

  • UBS

    Client Associate

    2 days ago

    UBS New York, United States

    Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Service Associate to: · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the prepara ...

  • Rockefeller Financial

    Client Associate

    1 week ago

    Rockefeller Financial New York, United States

    About Rockefeller Capital Management: · Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ult ...

  • UBS

    Client Associate

    2 days ago

    UBS New York, United States

    Your role · As clients' first point of contact for private banking services and account administration, our CSAs are experienced across a broad range of topics including cash management, banking solutions, and account maintenance. · We're Looking for a Client Associate To: · * Ac ...

  • Merit Personnel & Consulting

    Client Associate

    1 week ago

    Merit Personnel & Consulting New York, United States

    Client Associate K)- NYC or Chicago, IL · Title: · "Client Associate" · Location: New York, NY or Chicago, IL (On-Site) · Overview: · The Client Associate will work alongside senior Client Advisors covering institutional clients and prospects (e.g. corporate pensions, public p ...

  • Neuberger Berman Group LLC

    Client Associate

    5 days ago

    Neuberger Berman Group LLC New York, United States

    Summary: · The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth. The candidate will enhance the client experience by assisting with the service, maintenance and growth of the team's high net ...