Client Portfolio Specialist jobs in United States
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Neuberger Berman · 19 hours ago

Client Portfolio Specialist

Neuberger Berman is an investment management firm, and they are seeking a Client Portfolio Specialist. The role involves managing client portfolios, providing investment advice, and ensuring client satisfaction through effective communication and service delivery.

BankingBusiness DevelopmentFinanceFinancial Services
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Culture & Values

Qualification

Benefits

Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits

Company

Neuberger Berman

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Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.

Funding

Current Stage
Public Company
Total Funding
$18.5M
2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO

Leadership Team

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George Walker
Chairman and CEO
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Brian Hahn
Managing Director, Senior Wealth Advisor
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