Client Associate / Senior Associate - Neuberger Wealth

About the role

Neuberger Wealth is Neuberger's direct-to-client wealth and investment management business, managing over $70 billion in client assets. The Client Associate / Senior Associate delivers operational support and acts as a trusted resource for clients and the Wealth Advisor team, helping maintain and grow the team's high-net-worth client base. The position is based in New York City on a hybrid basis with at least three days per week in the office.

Key responsibilities

• Manage daily client transactions and inquiries accurately and on time, in line with firm policies and federal regulations
• Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations and clients
• Support clients daily, including opening accounts, handling required documentation and account maintenance
• Perform tasks such as fund disbursements, name and address changes, charitable gifting, ACATS and DTC transfers, cost updates, billing and fees, and client-directed trade orders
• Maintain regular contact with clients on account documents, LOAs, performance, transfers, statements, fees, portfolio values, stock quotes, online access and more
• Monitor account activities including trades, cash flows, margin, transfers and allocations using in-house portfolio systems
• Provide customized reporting and analysis to clients or the Wealth Advisor team
• Maintain client files and the new business pipeline in the Salesforce database

Required profile

• 2-4+ years of proven client service/support or related experience in financial services
• Undergraduate degree and Series 7 and 66 licenses (required within 180 days)
• Broad knowledge of wealth management, financial products and services
• Strong written and verbal communication and client servicing skills
• Ability to work under pressure with tight deadlines and in a fast-paced environment
• Authorization to work in the United States without current or future sponsorship

Required skills

• Proficiency with Microsoft Office and prior CRM experience preferred, especially with Salesforce
• Ability to organize, prioritize and manage multiple tasks
• Additional certifications such as MBA, CFA, CFP or CIMA are beneficial but not required

What we offer

• Salary range of $75,000-$95,000, with eligibility for a discretionary bonus
• Paid time off, medical, dental and vision insurance, retirement, life insurance and other benefits