Senior Client Associate
Neuberger Berman(25 days ago)
About this role
A Client Service Associate on the Messinger Group at Neuberger Berman provides dedicated client relationship and administrative support within a private wealth management team serving high-net-worth families. The role supports advisors and collaborates with internal operations to ensure accurate account administration and seamless service delivery. It focuses on delivering personalized wealth planning and investment servicing to clients.
Required Skills
- Client Service
- Account Maintenance
- Asset Transfers
- Trade Execution
- Cash Management
- Portfolio Reporting
- Salesforce
- Microsoft Office
- Communication
- Time Management
+2 more
Qualifications
- SIE
- Series 7
- Series 66
About Neuberger Berman
nb.comNeuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.
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