The Senior Associate role will play a pivotal part in enhancing the digital client experience for Neuberger Berman’s Private Wealth clients
Job Summary
The Senior Associate role will play a pivotal part in enhancing the digital client experience for Neuberger Berman’s Private Wealth clients.
This role focuses on identifying and implementing client-centric enhancements to online access platforms, ensuring seamless and efficient digital interactions.
Additional responsibilities include providing support to private wealth teams, driving the evolution of client reporting solutions and managing the distribution of client communications.
Matching Summary
The Senior Associate role will play a pivotal part in enhancing the digital client experience for Neuberger Berman’s Private Wealth clients.
Salary
Base: $90,000-$110,000; Bonus/Equity: Discretionary bonus eligible; Benefits: Comprehensive package including PTO, medical/dental/vision, retirement, life insurance
Skills & Requirements
Must-have
Client-centric digital enhancements
Online access portal and app
Support private wealth teams
Client reporting solutions
External client communications
Nice-to-have
Passion for elevating client experience
Commitment to continuous improvement
Seamless and efficient digital interactions
Key Requirements
Bachelor’s degree required
Minimum 3+ years’ experience in financial services
Wealth management or private banking preference
Experience with client-facing online access platforms