Wealth Client Service Operations Lead

Neuberger Berman; New York (NY); On-site; USD 115,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Retirement contributions

Paid time off

Job summary

Neuberger Berman is seeking a Client Service Operations Manager in their New York office. The role involves overseeing client servicing operations, building processes to improve efficiency, and maintaining a strong focus on client relations. The ideal candidate will have over 10 years in private wealth management operations and must hold a Bachelor’s degree. Compensation ranges from $115,000 to $125,000, with additional benefits including bonuses and comprehensive health plans.

Qualifications

• 10+ years of experience in private wealth management operations or client service.
• SIE, Series 7, and 66 required or ability to obtain.
• Strong understanding of operational risk and regulatory environments.

Responsibilities

• Oversee day-to-day operations and workflows for client servicing activities.
• Implement processes to improve turnaround times and reduce errors.
• Manage escalation for client-impacting operational issues.

Skills

Operational management

Client servicing

Detail-oriented

Communication skills

Technology aptitude

Education

Bachelor's degree

Job description

Neuberger Berman is seeking a Client Service Operations Manager in their New York office. The role involves overseeing client servicing operations, building processes to improve efficiency, and maintaining a strong focus on client relations. The ideal candidate will have over 10 years in private wealth management operations and must hold a Bachelor’s degree. Compensation ranges from $115,000 to $125,000, with additional benefits including bonuses and comprehensive health plans.