What are the responsibilities and job description for the Client Associate position at Neuberger Berman Group LLC?
Summary :
The Client Associate will provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under management. The Client Associate enhances the client experience by assisting with the service, maintenance and growth of the team's high net worth book of business. This position will provide the individual with a perspective on Neuberger Berman's Private Wealth Management 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, Operations, and clients.
- Initiate new account opening process through Private Client Services Team. Assist clients with 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.
- Maintain account information and new business pipeline in Salesforce database.
- Maintain accurate and detailed client files.
Qualifications :
LI-LS1 #LI-Onsite
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