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 insufficient funds for scheduled remittances.

Perform ad hoc projects as needed.

Review exception reports for quality control.  Involvement in operations processing to maximize efficiency.

Interact with operations and middle office to resolve any account discrepancies.

Process account openings/closings, transfers, address changes and other client requests.

Prepare materials for portfolio review meetings.

Answer and route time sensitive phone calls; communicate accurate and detailed messages.

Qualifications:

Strong time management and organizational skills. Strong ability to multitask. Very heavy volume of client interactions.

Superior communication skills and interpersonal skills (with a desire to build relationships with individual clients, accountants and lawyers).

Proficiency in Microsoft Office software (e.g. Word, Excel, PowerPoint, and Outlook).  Competency in learning new systems.

Team oriented yet work independently with minimal supervision.

Series 7 & 63/65 or 66 licensed

Helpful to have client service experience and exposure to Financial Services/Asset Management industry.

Compensation Details

The salary range for this role is $80,000-$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 onlineaccommodations@nb.com.

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