Neuberger Berman Jobs

Summary:

The Intermediary Client Service Team supports our firms Separately Managed Account (SMA) business. Intermediary Client Service Associates on the team are the main administrative contacts between our firm and key financial intermediary partners. The team supports various internal separate account distribution channels across sub-advisory, dual contract, and direct client engagements.

Responsibilities:

• Financial intermediary relationship management and operational support including:

• Sponsor relationship onboarding; from contracting to implementation

• New client account opening across all contract types

• Client account maintenance including cash flow management and administrative changes

• Facilitate the delivery of client requests including all reporting obligations

• Billing oversight

• Partner with various internal operational teams to assist our clients with any account reconciliation issues or trade breaks

• Frequent interaction with key account sales coverage in support of the overall relationship

• Provide internal trading and implementation teams with cash flow instructions and other account details

• Define and establish departmental procedures

• Database administration and data integrity oversight

Qualifications:

• Minimum of 3 years of financial services experience preferably in a client service role

• Bachelor's degree or equivalent experience

• Knowledge of equity and fixed income products offered in Separately Managed Accounts (SMA)

• Ability to interact directly with key financial partners in a professional manner

• Excellent communication and organizational skills

• SIE, Series 7 and 66 registrations required or ability to obtain within 6 months

• Strong knowledge of Excel and PowerPoint

Compensation Details

The salary range for this role is $60,000-$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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Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $439 billion in client assets (as of September 30, 2023) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.

Tenured, stable and long-term in focus, the firm has built a diverse team—including 700-plus investment professionals and more than 2,700 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).

Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.

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