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

    1 week ago

    Default job background
    Description

    Responsibilities:

    Serve as the client's main point of contact for inquiries regarding account information, online access, documentation and reportingHandle the daily review and maintenance of client accounts, including any administrative changes or cash/security movements and insufficient funds for scheduled remittancesInteract with operations and middle office to resolve any account discrepanciesProcess account openings/closings, transfers, address changes and other client requestsPrepare materials for portfolio review meetingsPerform adhoc projects as neededProvide administrative support for portfolio managers, answering phones and scheduling meetings with clientsQualifications:Excellent time management and organizational skillsStrong communication skills and interpersonal skills (with a desire to build relationships with clients)Proficiency in Microsoft Office software (e.g.

    Word, Excel, PowerPoint, and Outlook)Team oriented yet work independently with minimal supervisionSeries 7 & 63/65 or 66 licenses preferred or ability to obtain within firm's required timelineHelpful to have exposure to Financial Services or Asset Management industryPlus to have an interest in financial planningCompensation DetailsThe salary range for this role is $80,000-$110,000.

    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.

  • CJ

    Client Partnerships Associate

    2 days 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 ...

  • Songtrust

    Associate, Client Services

    1 day 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 ...

  • HSBC

    Associate Client Management

    7 hours 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

    2 days 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 ...

  • UBS

    Registered Client Service Associate

    1 week 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 ...

  • Morgan Stanley

    Registered Client Service Associate

    7 hours 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 ...

  • 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

    1 day 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

    1 week 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 ...

  • UBS

    Client Associate

    1 week 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

    1 week 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 hours 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 ...

  • Neuberger Berman Group LLC

    Client Associate

    1 week 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 wort ...

  • Neuberger Berman Group LLC

    Client Associate

    5 hours ago

    Neuberger Berman Group LLC New York, United States

    Responsibilities: Serve as the client's main point of contact for inquiries regarding account information, online access, documentation and reporting · Handle the daily review and maintenance of client accounts, including any administrative changes or cash/security movements and ...

  • Thibaut Inc

    Client Experience Associate

    1 week ago

    Thibaut Inc Union, United States

    **POSITION PURPOSE**: · The Client Experience Representative role at Thibaut is crucial for maintaining high standards of customer service and satisfaction. The role revolves around managing and enhancing the overall client experience. Individuals in this role work collaborativel ...

  • The Millennium Group

    Client Reporting Associate

    1 week ago

    The Millennium Group Red Bank, United States

    Now is a great time to join our growing company The Millennium Group (TMG) is an award winning business process outsourcing firm focused on print, mail, document scanning, reception, and related office support services for Fortune 500 companies, professional service firms, and in ...

  • LPL Financial

    Client Service Associate

    1 day ago

    LPL Financial Paramus, United States

    Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about d ...

  • LPL Financial

    Client Service Associate

    7 hours ago

    LPL Financial Paramus, United States

    Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about d ...