Job Description
**Business Overview:**
The Messinger Group is a private wealth management team within Neuberger Berman providing customized investment and holistic wealth planning services to high-net worth families.
**Primary Responsibilities:**
+ Serve as a primary point of contact for high-net-worth clients, addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable giving, account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, and online access
+ Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all required documentation
+ Perform daily review and maintenance of client accounts, including administrative changes, cash/security movements, and addressing insufficient funds for scheduled remittances
+ Execute account maintenance (checks and wires, RMDs, name/address/benefic...
The Messinger Group is a private wealth management team within Neuberger Berman providing customized investment and holistic wealth planning services to high-net worth families.
**Primary Responsibilities:**
+ Serve as a primary point of contact for high-net-worth clients, addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable giving, account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, and online access
+ Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all required documentation
+ Perform daily review and maintenance of client accounts, including administrative changes, cash/security movements, and addressing insufficient funds for scheduled remittances
+ Execute account maintenance (checks and wires, RMDs, name/address/benefic...
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