Client Reporting Associate

Summary
The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger Private Wealth Management business.  The candidate will support the production of client performance reports including scheduled and ad-hoc requests.  Additionally, candidate will provide comprehensive and client service support to the wealth advisor’s high net worth clients.
Responsibilities
Client Reporting

• Assist generating customized quarterly reports and analysis, in accordance with established industry and firm standards and requirements

• Collaborate with Reporting and Technology teams to resolve reporting issues as they are identified

• Aggregate Private Equity Capital Call and Distribution notices and confirm internal systems accurately reflect Private Equity activity

• Support client requests for statements and tax documents including 1099’s and K1’s

Client Servicing

• Perform account maintenance including but not limited to; funds disbursements, name/address changes, gifting securities, ACATS and DTC transfers, cost updates, and billing/fees

• Regular and proactive contact with clients regarding new account documents, account updates, checks and wires, trade activity, transfers, statement inquiries, fees, online access, etc

• Initiate new account opening process through centralized Private Client Services Team

• Act as a liaison between Wealth Advisor, Neuberger Berman Portfolio Managers, Asset Management Business Control (AMBC), the Private Wealth Investment Group and internal and external operational groups

• Monitor account activity including trades, cash flow, 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

Qualifications

• 3+ years' experience in Financial Services, ideally within a finance, audit, and/or operations/servicing capacity

• Bachelor's Degree in Finance, Accounting, Business, Science, or Math

• Series 7 and 66 licenses within 6 months of joining the firm

• Advanced Excel skills required

• Proficiency in MS Office including MS Word, PowerPoint, and Outlook products

• Accountable with excellent attention to detail; strong organizational skills; ability to prioritize work within a dynamic, deadline-driven environment

• Strong written and verbal communication skills; strong interpersonal skills

• Team player and a desire to collaborate with others

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Compensation Details

The salary range for this role is $65,000-$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 the job posting location. 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, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. 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 [email protected].

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