Posted:
8/18/2024, 5:00:00 PM
Location(s):
New York, New York, United States ⋅ New York, United States
Experience Level(s):
Junior ⋅ Mid Level
Field(s):
Customer Success & Support
Summary:
The Client Services Assistant will provide comprehensive operational support to a seasoned Wealth Advisor Team at Neuberger Berman Private Wealth. Additionally, the candidate will serve in a rotational role within the department, assisting various Portfolio Management or Wealth Advisor Teams as needed. This position provides broad exposure to Neuberger Berman’s Private Wealth business and offers a unique opportunity to obtain direct exposure to seasoned investment teams.
Responsibilities:
Client Servicing
Client Reporting
Qualifications:
Compensation Details
The salary range for this role is $60,000-$90,000. 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.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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Website: https://nb.com/
Headquarter Location: New York, New York, United States
Employee Count: 1001-5000
Year Founded: 1939
Last Funding Type: Post-IPO Equity
Industries: Banking ⋅ Business Development ⋅ Finance ⋅ Financial Services