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Neuberger Berman
New York, NY, United States
Responsibilities: 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
Job Source: Neuberger BermanFlagstar Bank
New York, NY, United States
Position Title Senior Client Associate Location NY / 1400 Broadway Floor 24 Job Summary The Senior Client Associate provides personalized banking services to financial institution customers. Pay Range: $24.36 - $34.62 - $44.87 Job Responsibilities: Greets clients and potential clients to maintain goodwill and gain additional business. Opens new
Job Source: Flagstar BankFlagstar Bank
New Rochelle, NY, United States
Position Title Senior Client Associate Location NY / New Rochelle Job Summary Provides personalized banking services to financial institution customers. Pay Range: $24.36 - $34.62 - $44.87 Job Responsibilities: Greets clients and potential clients to maintain goodwill and gain additional business. Opens new accounts, performs maintenance and se
Job Source: Flagstar BankFlagstar Bank
New York, NY, United States
Position Title Client Associate Location NY / 1400 Broadway Floor 25 Job Summary The Client Associate provides personalized banking services to financial institution clients by performing the following duties. Pay Range: $24.36 - $34.62 - $44.87 Job Responsibilities: DUTIES: Prepares and compiles new client applications and information to open
Job Source: Flagstar BankNeuberger Berman
New York, NY, United States
Summary: The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth. The candidate will enhance the client experience by assisting with the service, maintenance and growth of the team’s high net worth book of business. Responsibilities: Participate in daily activit
Job Source: Neuberger BermanUBS
White Plains, NY, United States
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings • collect the right documenta
Job Source: UBSFlagstar Bank
White Plains, NY, United States
Position Title Client Associate Location NY / White Plains Floor 5 Job Summary The Client Associate provides personalized banking services to financial institution clients by performing the following duties. Pay Range: $24.36 - $34.62 - $44.87 Job Responsibilities: DUTIES: Prepares and compiles new client applications and information to open n
Job Source: Flagstar BankFlagstar Bank
Brooklyn, NY, United States
Position Title Client Associate Location NY / Brooklyn 185 Broadway Job Summary Provides personalized banking services to financial institution clients by performing the following duties. Pay Range: $24.36 - $34.62 - $44.87 Job Responsibilities: Prepares and compiles new client applications and information to open new accounts and orders all ne
Job Source: Flagstar BankNew York, NY, United States
Responsibilities:
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
Prepare materials for portfolio review meetings
Perform adhoc projects as needed
Provide administrative support for portfolio managers, answering phones and scheduling meetings with clients
Qualifications: Excellent 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 yet work independently with minimal supervision
Series 7 & 63/65 or 66 licenses preferred or ability to obtain within firm's required timeline
Helpful to have exposure to Financial Services or Asset Management industry
Plus to have an interest in financial planning
Compensation Details
The salary range for this role is $80,000-$110,000. 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 [email protected].
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Email Alert for Client Associate / Senior Client Associate jobs in New York, NY, United States
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