Posted:
8/19/2024, 5:00:00 PM
Location(s):
New York, New York, United States ⋅ New York, United States
Experience Level(s):
Senior
Field(s):
Customer Success & Support ⋅ Sales & Account Management
The candidate is responsible for providing superior customer service and transaction handling to our clients. Manage daily workflow processing, provide client service, fund operations and Intermediary support.
Responsibilities:
Provide superior client service by effectively handling calls, emails and work items with professionalism, accuracy and within deadlines, including supporting the Dealer Services/Intermediary Call Center
Perform client account maintenance including but not limited to assisting with online set up, name/address maintenance, transfer requests, account re-registration and trade processing
Offer factual insight and information regarding NB Mutual Funds, Closed End Funds and ETF products to prospective and current clients, including literature or online access to information
Interact with and oversee the Fund’s Transfer Agent with heavy follow through on client work items
Facilitate communication to shareholders to resolve processing issues and provide requested information
Partner with internal groups (Portfolio & Wealth management, sales/marketing and legal/compliance teams) to deliver timely and accurate responses to internal inquiries and client requests/issues
Perform daily and monthly metrics reporting and ad hoc projects as needed
Assist with the update and distribution of notices and other time sensitive retirement materials such as Application, Custodial Agreements, and all Retirement related mailings
Qualifications:
Bachelor's degree required (Business degree preferred)
3 to 5 years of Financial services, sales and/or customer service experience and retirement experience preferred
Superior communication and interpersonal skills and telephone skills required
Strong time management, detail oriented, and organized with strong follow-through skills
Team oriented and ability to collaborate with others yet can work independently
Proficiency in Microsoft Office and advanced Excel proficiency preferred
SIE, Series 6 and Series 63 or SIE, Series 7 and Series 66 required. Opportunity to obtain Series 24
Compensation Details
The salary range for this role is $55,000-$80,000. 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