Client Service Operations Manager, Neuberger Wealth

Neuberger; New York (NY); On-site; USD 175,000 - 225,000; Full time

Benefits offered by this job

Paid time off

Medical/dental/vision insurance

Retirement plan

Life insurance

Job summary

Neuberger is seeking a Client Service Operations Manager in New York to lead a hands‑on, player/coach team for Private Wealth Management, building scalable processes, partnering across Operations, Compliance, and Technology, and owning escalation and risk controls.

This role also covers day‑to‑day client servicing, onboarding, money movements, and account maintenance with a high‑touch approach, while driving growth through clear roles and measurable metrics.

Qualifications

• 10+ years of experience in private wealth management operations, client service, or a comparable process + execution role.

Responsibilities

• Act as the team’s day‑to‑day operational quarterback: organize workflows, drive accountability, and ensure consistent execution across client servicing activities.
• Build and implement repeatable processes, templates, checklists, and controls to improve turnaround times, avoid errors, and mitigate operational risk.
• Evaluate current‑state workflows, identify bottlenecks and friction points, and implement measurable improvements (e.g., cycle‑time reduction, fewer reworks, reduced break frequency).
• Partner closely with firmwide Operations, Compliance, Business Controls, and Technology to enhance tools, workflows, and policies that impact client onboarding and ongoing servicing.
• Become a power user of internal platforms and help the team use technology more effectively through training, standardization, and process redesign.
• Establish service standards and operating rhythms (e.g., daily priorities, weekly pipeline reviews, escalation paths) to improve responsiveness and follow‑through.
• Own escalation management for client‑impacting operational issues, coordinating rapid resolution, and implementing preventative fixes.
• Lead cross‑functional execution for complex/time‑sensitive client events (large asset transfers, multi‑account onboarding, urgent disbursements), ensuring clean handoffs and high‑quality outcomes.
• Create a scalable foundation for future team growth, with clear role definitions, documentation, and metrics—positioning the function to evolve into a managed group with direct reports.

Skills

10+ years experience in private wealth

Education

SIE

Series 7

Series 66

Job description

The Client Service Operations Manager will support Team Kaminsky, one of Neuberger’s largest Private Wealth Management teams. This is a “player/coach” role for a hands‑on operator who will initially execute alongside the team while building the systems, controls, and operating cadence needed to materially improve speed, accuracy, and scalability. The Manager will partner closely with all members of the portfolio management team as well as own the relationship with the broader Operations, Compliance, and Business Controls teams at the firm to ensure a seamless and rewarding client experience.

Primary Responsibilities:

Operations Manager

• Act as the team’s day‑to‑day operational quarterback: organize workflows, drive accountability, and ensure consistent execution across client servicing activities.
• Build and implement repeatable processes, templates, checklists, and controls to improve turnaround times, avoid errors, and mitigate operational risk.
• Evaluate current‑state workflows, identify bottlenecks and friction points, and implement measurable improvements (e.g., cycle‑time reduction, fewer reworks, reduced break frequency).
• Partner closely with firmwide Operations, Compliance, Business Controls, and Technology to enhance tools, workflows, and policies that impact client onboarding and ongoing servicing.
• Become a power user of internal platforms and help the team use technology more effectively through training, standardization, and process redesign.
• Establish service standards and operating rhythms (e.g., daily priorities, weekly pipeline reviews, escalation paths) to improve responsiveness and follow‑through.
• Own escalation management for client‑impacting operational issues, coordinating rapid resolution, and implementing preventative fixes.
• Lead cross‑functional execution for complex/time‑sensitive client events (large asset transfers, multi‑account onboarding, urgent disbursements), ensuring clean handoffs and high‑quality outcomes.
• Create a scalable foundation for future team growth, with clear role definitions, documentation, and metrics—positioning the function to evolve into a managed group with direct reports.

Client Service

• In addition to operational leadership, the Manager will remain hands‑on in day‑to‑day client servicing. This includes supporting onboarding and account opening, coordinating money movements and account maintenance, and responding to client requests with a high‑touch approach and strong follow‑through.

Experience & Skills Qualifications:

• 10+ years of experience in private wealth management operations, client service, or a comparable “process + execution” role within financial services.
• SIE, Series 7, and 66 required or ability to obtain within the firm's timeline.
• Demonstrated ability to improve operational performance through systems thinking, strong judgment, and disciplined follow‑through.
• Strong understanding of operational risk, documentation standards, and working effectively in a regulated environment.
• Highly organized, detail‑oriented, and comfortable managing multiple competing priorities in a fast‑paced, client‑driven setting.
• Excellent communication skills and the ability to partner across functions and influence without formal authority.
• Strong technology aptitude; comfortable learning platforms quickly and translating needs into practical workflows.

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

The salary range for this role is $175,000-$225,000. 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 the job posting location. 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, business sector, performance, shift, travel requirements, sales or revenue‑based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus and production compensation, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, 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 is an equal opportunity 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 [e-mail].

Learn about the Applicant Privacy Notice.