Primary Responsibilities:

Serve as a primary point of contact for high-net-worth clients, addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable gifting, account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, and online access

Provide trading and administrative support to portfolio managers and team members, including entering Equity, Fixed Income, and Options trades in US and global markets, and liaising with the central trading desk regarding trade instructions

Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all required documentation

Perform daily review and maintenance of client accounts, including administrative changes, cash/security movements, and addressing insufficient funds for scheduled remittances

Execute account maintenance (checks and wires, RMDs, name/address/beneficiary changes, ACAT/DTC transfers, cost updates, client-directed trade orders, and other miscellaneous requests)

Prepare correspondence and presentation materials for internal and external clients, including meetings and account reviews across business lines

Create, monitor, and update financial and client data reports; compile and distribute daily, monthly, quarterly, and ad hoc oversight reporting

Review and process quarterly billing (adding/removing accounts, updating fee schedules, providing invoices, monitoring receivables)

Maintain multiple addresses to group clients for reporting and trading purposes

Utilize Salesforce and Outlook to manage client information, track client contact frequency, and record notes and strategy updates from meetings

Interact with operations and middle office to resolve account or performance discrepancies; obtain and compile data for reporting

Assist in the creation, coordination, and completion of client reporting

Experience and Skills Qualifications:

SIE, Series 7, and Series 66 required

2-4 years of client service or support experience in the financial services industry preferred

Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)

Familiarity with Charles River, Salesforce, and FactSet, is a plus

Strong interpersonal, client service, and communication skills (written and verbal)

Ability to organize, prioritize, and manage multiple tasks in a fast-paced environment, strong time management, follow-up, and organizational skills

Detail-oriented, team-oriented, and able to work independently with minimal supervision

Capable of exercising discretion with confidential information

Ability to take initiative and meet clear deadlines

Familiarity with High Net Worth, Mutual Fund, UCITS, SMA, and Sub-advised business lines is a plus

Flexible and able to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers

Compensation Details

This position is paid based on production compensation only. 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 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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