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The Robert Toigo Foundation

Intermediary Client Service Analyst

Neuberger Berman
March 6, 2024
New York, United States of America
Job Type
New York
  • New York



  • Financial intermediary relationship management and operational support including:
    • Sponsor relationship onboarding; from contracting to implementation
    •  New client account opening across all contract types
    • Client account maintenance including cash flow management and administrative changes
    • Facilitate the delivery of client requests including all reporting obligations
    • Billing oversight
    • Partner with various internal operational teams to assist our clients with any account reconciliation issues or trade breaks
    • Frequent interaction with key account sales coverage in support of the overall relationship
    • Provide internal trading and implementation teams with cash flow instructions and other account details
    • Define and establish departmental procedures
    • Database administration and data integrity oversight



  • Minimum of 3 years of financial services experience preferably in a client service role
  • Bachelor's degree or equivalent experience
  • Knowledge of equity and fixed income products offered in Separately Managed Accounts (SMA)
  • Ability to interact directly with key financial partners in a professional manner
  • Excellent communication and organizational skills
  •  SIE, Series 7 and 66 registrations required or ability to obtain within 6 months
  • Strong knowledge of Excel and PowerPoint

Apply here: (


Compensation Details

The salary range for this role is $60,000-$95,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in New York City. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.


Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.



Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact

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