Job Summary
The Client Associate acts as the main liaison for both institutional and private wealth clients, handling the onboarding process, managing account upkeep, and addressing daily service inquiries. This position also provides assistance to the portfolio management teams and may serve as a backup equity trader utilizing systems such as Charles River and Aladdin.
Responsibilities
- Serve as the primary point of contact for institutional and private wealth clients.
- Manage the onboarding process and account maintenance activities.
- Assist clients with daily service requests and inquiries.
- Support portfolio management teams in their functions.
- Act as a backup equity trader as needed using relevant trading systems.
Qualifications
- Bachelor’s degree required.
- 0-2 years of related work experience preferred.
- Must be able to obtain SIE, Series 7, and 66 licenses within the specified timeline set by the firm.
Neuberger Berman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
