- Neuberger Berman (Dallas, TX)
- …**Experience & Skills Qualifications:** + 2+ years of proven client service /support or related experience in the financial services industry + An ... **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to- client ...success and client satisfaction. **Primary Responsibilities:** + ** Client Service ** : Provide ongoing operational support… more
- Neuberger Berman (New York, NY)
- …Platforms & Experience role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's Private Wealth clients. This role focuses ... and efficient digital interactions. Additional responsibilities include providing support to private wealth teams, driving the evolution of client reporting… more
- Neuberger Berman (New York, NY)
- …record overseeing digital platforms and client experience within the financial services sector. + Deep understanding of Private Wealth business models, ... Wealth, developing and executing a comprehensive digital transformation roadmap to position NB's Private Wealth business as an innovator in client and advisor… more
- Neuberger Berman (New York, NY)
- …practices support both regulatory requirements and business objectives, while maintaining a focus on client service excellence. As a member of the Client ... NY **Department:** Private Wealth Management (PWM) **Reports to:** Head of Private Wealth Client Administration & Infrastructure **Position Overview** We are… more
- Enverus (San Francisco, CA)
- …and business case?justifications; + Consistently enter and maintain relevant sales data and prospective client correspondence into the appropriate database ... + Experience?in the energy?space?desired; experience with owner relations software and services and supporting customers in creating efficiencies around JIB and… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** As a Senior Associate on our Private Equity Real Estate team, you'll play a key role in supporting investment decisions and portfolio strategy ... partners to ensure alignment across portfolio initiatives. Participate in client discussions and provide thoughtful analysis and recommendations. + **Contribute… more
- Neuberger Berman (New York, NY)
- …inquiries, fees, online access, etc + Initiate new account opening process through centralized Private Client Services Team + Act as a liaison between ... including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth… more
- Neuberger Berman (Chicago, IL)
- …at enhancing client service -related strategies + Maintain confidentiality with client information and data + Stay updated with market trends and ... Our team works in close collaboration with Portfolio Management, Client Service , IT, Marketing, RFP and Legal...reports and client analytics + Produce monthly client reports and data for institutional and… more
- Neuberger Berman (New York, NY)
- …+ SIE, Series 7, and Series 66 required + 2-4 years of client service or support experience in the financial services industry preferred + Proficiency in ... business lines + Create, monitor, and update financial and client data reports; compile and distribute daily,...Salesforce, and FactSet, is a plus + Strong interpersonal, client service , and communication skills (written and… more
- Banc of California (New York, NY)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... Private Equity fund borrowers. In this role, the Client Manager will help manage a portfolio of loans...ensure all of the non-loan related banking products and services are delivered in an efficient manner. Performs all… more
- Neuberger Berman (New York, NY)
- …process improvements. Qualifications + Minimum of 5 years' experience in financial services , preferably with client service or operations management ... mutual funds). + Experience working with financial intermediaries in a professional, client -focused manner. + Ability to synthesize data from multiple systems… more
- Neuberger Berman (New York, NY)
- …Constantly seek opportunities to enhance customer satisfaction and strengthen client relationships. + Application Service Delivery Collaboration: Partner ... The firm is seeking a hands-on Legal Entity Data Management Supervisor to lead and coordinate strategic... Service Delivery group, responsible for delivery and service management. + Project Management: Facilitate Agile project management… more
- AHU Technologies, Inc. (Washington, DC)
- …This professional position reports to Deputy CTO for Digital Services , located in client will be responsible for all data collection and analysis for Tech ... to serves as the district's clearinghouse for all broadband and digital equity data -related issues. Complete Description: client is looking for a Senior… more
- Neuberger Berman (New York, NY)
- The Enterprise Data Management (EDM) organization is responsible for Neuberger Berman's VantageIQ data platform, the foundation of the firm's data product ... and analytics strategy. We are seeking a senior data cloud engineer to lead the design, development, and deployment of scalable, reusable data pipelines and … more
- Wipfli LLP (Radnor, PA)
- …equivalent combination of education and experience. + 7+ years' experience in a professional services firm or 10+ years of private industry experience focused on ... direction of the Senior Manager, Director, and Partner leading the respective service area, region, or industry, the Manager, Cybersecurity and Managed Services… more
- Neuberger Berman (New York, NY)
- NB Alternatives - Private Equity is a rapidly growing group within Neuberger Berman with over $120 billion of investor commitments across our private equity fund ... funds, secondary investments, co-investment and direct investment areas, including private credit. NB Private Credit lends money...knowledge of the assets in the portfolio + Perform data analysis on large asset portfolios including data… more
- Neuberger Berman (New York, NY)
- …to identify onboarding requirements (Product Management, Marketing, Portfolio Management, Client Services , Operations, Legal, Compliance, Risk, and Technology) ... financial services operations, with direct exposure to specialty finance, private loans, or private credit; hands-on experience managing fund/deal… more
- Los Angeles County Development Authority (Alhambra, CA)
- …an industry leader in sponsoring new solutions to housing and forming partnerships with private and public agencies. To find out more about the LACDA, please visit ... of capital project development providing a full range of construction services that include construction project management, quality control inspections, and labor… more
- Neuberger Berman (Dallas, TX)
- …plus + Excellent written and verbal communication skills; strong interpersonal and client service abilities + Detail-oriented, organized, and strong follow-up ... engage with ultra-high-net-worth clients. **Key Responsibilities:** **Marketing Duties** + Maintain all client and prospect data in Salesforce with accuracy and… more
- Neuberger Berman (New York, NY)
- …meet assigned deadlines + Excellent communication and interpersonal skills, with a client - service orientation + Ability to operate independently with minimal ... The Alternatives Finance Group serves as an intermediary between private equity portfolio managers and external partners, including fund administrators, auditors,… more
