Neuberger Berman Portfolio Associate in New York, New York
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.
Interact with operations and middle office to resolve any account discrepancies.
Process account openings/closings, transfers, address changes and other client requests.
Monitor and execute client account trades.
Prepare materials for portfolio review meetings.
Perform adhoc projects as needed.
Provide administrative support for portfolio managers, answering phones and scheduling meetings with clients.
Answer and route time sensitive phone calls; communicate accurate and detailed messages.
Strong time management and organizational skills.
Strong communication skills and interpersonal skills (with a desire to build relationships with clients).
Proficiency in Microsoft Office software (e.g. Word, Excel, PowerPoint, and Outlook).
Team oriented and can work independently with minimal supervision.
Helpful to have client service experience and exposure to Financial Services / Asset Management industry.
SIE, Series 7 & 63/65 or 66 licenses required (or ability to obtain within first 6 months).
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