Client Associate / Senior Client Associate - Private Wealth Management
Neuberger Berman · New York City, New York, US
Position Overview: NB Private Wealth is Neuberger Berman’s direct-to-client wealth and investment management business. Managing $70b+ in client assets across...
Job description
Position Overview: NB Private Wealth is Neuberger Berman’s direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and investment teams, with access to a deep breadth of customized investment solutions, the platform is truly unique in the industry. The Client Associate / Senior Client Associate will deliver comprehensive operational support and serve as a trusted resource for clients and an experienced seven-person Wealth Advisor Team managing $3.5b AUM. The Client Associate / Senior Client Associate enhances the client experience by assisting with the service, maintenance, and growth of the team’s high-net-worth client base. We are seeking a seasoned professional with exceptional communication and interpersonal skills who possesses a deep understanding of operational processes and workflows. This role offers an opportunity to significantly contribute to the team’s success and client satisfaction. Primary Responsibilities: Client Service : Provide ongoing operational support for the team’s client base by managing daily transactions and inquiries accurately and within established deadlines, ensuring compliance with firm...