Primary Responsibilities:

Daily Interface with clients regarding account information, documentation, funds disbursements, charitable gifting, statement inquiries and online access
Perform account maintenance tasks; checks and wires, RMDs, name/address/beneficiary changes, ACAT and DTC transfers, cost updates and miscellaneous requests
Monitor and follow up daily activities of operational support and facilitate client service needs
Initiate new account openings through the Centralized Business Services Team, assist clients with required documentation and explanations of procedures and oversee the transfer of assets
General administrative tasks; scheduling client meetings, travel and expense reports and CRM tasks
Oversee marketing initiatives including mass mailings, quarterly commentary, salesforce campaigns, coordinate logistics and maintain guest invitee lists for client events
Prepare presentation material for current and prospective client meetings
Maintain multiple addressees used to group clients for reporting and trading purposes
Interact with operations and middle office to resolve any account or performance discrepancies
Utilize Salesforce and Outlook to manage client information, track and monitor frequency of client contact and record notes and pertinent information from client meetings (i.e. strategy or asset allocation updates)
Review and process quarterly billing; includes adding new or removing closed accounts, adjusting account information, updating fee schedules and family groups, providing account specific invoices and monitoring accounts receivables
Position has the opportunity for increasing responsibility and growth, including training for financial planning and/or preparation for Certified Financial Planner

Experience and Skills Qualifications:

Series 7 and 63 required
1-2 years of client service or support in the financial services industry preferred
Proficiency in Microsoft Office
Salesforce knowledge and experience is a plus
Strong communications skills (written and verbal)
Detail oriented and organized with strong follow up skills
Ability to take initiative and work independently with minimal guidance or supervision
Candidate needs to be team-oriented and flexible to work with other Client Associates, PMs as well as Client Relationship Manager
Candidate must be comfortable working in an environment with a seeing eye dog, as the portfolio manager relies on a guide dog for assistance

Compensation Details

The salary range for this role is $80,000-$90,000. 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 the job posting location. 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, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.

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 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 onlineaccommodations@nb.com.

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