Job Information
Neuberger Berman Trust Officer Associate in New York, New York
Summary:
Seeking a motivated individual to provide comprehensive, client service, administrative, and operational support to a senior trust officer in the administration of trust, estate, and investment management accounts.
Responsibilities:
Participate in daily activities of operational support team and facilitate all client service needs.
Act as a liaison between clients (including beneficiaries and co-trustees), Wealth Advisors, Portfolio Managers, and Operations.
Initiate new account opening process through Centralized Client Services Team. Assist clients with required documentation.
Perform account maintenance including but not limited to; funds disbursements, name/address changes, year-end charitable gifting, ACATS and DTC transfers, cost updates, billing/fees, client directed trade orders, etc.
Regular and proactive contact with clients regarding; new account documents, LOA’s, account updates, checks and wires, account performance, transfers, statement inquiries, research, fees, objective changes, portfolio market values, online access, etc.
Monitor account activity including trades, cash flows, debits, margin, tech shorts, performance, transfers, allocations, fees, etc. by utilizing various in-house portfolio systems.
Maintain account information and new business pipeline in Salesforce database.
Maintain accurate and detailed client files.
Qualifications:
Undergraduate degree
Minimum of 2-4 years of client service/support or related experience in the financial services industry
Experience in trust or estate administration is a plus (but not required)
Proficiency in MS Office including Word, Excel, PowerPoint, and Outlook
Strong written and verbal communication skills, strong interpersonal and client servicing skills
Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items
Proactive, detail-oriented and organized with strong follow-up skills
Ability to adapt to a rapidly changing and fast paced business environment
Ability to operate effectively and work under pressure with tight deadlines
Problem-solving skills
Team player and a desire to collaborate with others
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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