Client Associate
Created at: July 06, 2025 03:23
Company: Neuberger Berman Investment Advisers
Location: New York, NY, 10001
Job Description:
Primary Responsibilities: Daily Interface with clients regarding account information, documentation, funds disbursements, charitable gifting, statement inquiries and online access Perform account maintenance tasks; checks and wires, RMDs, name/address/beneficiary changes, ACAT and DTC transfers, cost updates and miscellaneous requests Monitor and follow up daily activities of operational support and facilitate client service needs Initiate new account openings through the Centralized Business S…