Job Information
Neuberger Berman Personal Trust Associate in Wilmington, Delaware
Summary
Seeking a motivated individual to provide comprehensive, client service, administrative, and operational support to a senior trust officer in the administration of trust, estate, and investment management accounts.
Responsibilities
Participate in daily activities of operational support team and facilitate all client service needs.
Act as a liaison between clients (including beneficiaries and co-trustees), Wealth Advisors, Portfolio Managers, and Operations.
Initiate new account opening process through Centralized Client Services Team. Assist clients with required documentation.
Perform account maintenance including but not limited to; funds disbursements, name/address changes, year-end charitable gifting, ACATS and DTC transfers, cost updates, billing/fees, client directed trade orders, etc.
Regular and proactive contact with clients regarding; new account documents, LOA’s, account updates, checks and wires, account performance, transfers, statement inquiries, research, fees, objective changes, portfolio market values, online access, etc.
Monitor account activity including trades, cash flows, debits, margin, tech shorts, performance, transfers, allocations, fees, etc. by utilizing various in-house portfolio systems.
Maintain account information and new business pipeline in Salesforce database.
Maintain accurate and detailed client files.
Qualifications
Undergraduate degree
Minimum of 2-4 years of client service/support or related experience in the financial services industry
Experience in trust or estate administration is a plus (but not required)
Proficiency in MS Office including Word, Excel, PowerPoint, and Outlook
Strong written and verbal communication skills, strong interpersonal and client servicing skills
Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items
Proactive, detail-oriented and organized with strong follow-up skills
Ability to adapt to a rapidly changing and fast paced business environment
Ability to operate effectively and work under pressure with tight deadlines
Problem-solving skills
Team player and a desire to collaborate with others
Compensation Details
The salary range for this role is $65,000-$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 . 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 onlineaccommodations@nb.com .
Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) .
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $439 billion in client assets (as of September 30, 2023) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team—including 700-plus investment professionals and more than 2,700 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
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