Client Service Ops Leader, Private Wealth

Neuberger Berman; New York (NY); On-site; USD 115,000 - 125,000; Full time

Job summary

Neuberger Berman in New York seeks a Client Service Operations Manager for Team Kaminsky, a premier Private Wealth Management group. This hands-on leader will initially operate alongside the team while building systems, controls, and cadence to improve speed, accuracy, and scalability.

You will partner with portfolio managers, Operations, Compliance, and Technology to enhance onboarding and ongoing servicing, train staff on platforms, and set daily priorities, weekly reviews, and escalation

Qualifications

• Bachelor’s degree required.
• 10+ years of experience in private wealth management operations, client service, or a comparable "process + execution" role within financial services.
• SIE, Series7, and66 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 ability to partner across functions and influence without formal authority.
• Strong technology aptitude; comfortable learning platforms quickly and translating needs into practical workflows.
• Authorized to work in the United States without the need for current or future visa sponsorship.

Responsibilities

• 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 such as cycle‑time reduction, fewer reworks, and reduced break frequency.
• Partner closely with firm‑wide 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 (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 or 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.
• Remain hands‑on in day‑to‑day client servicing: support onboarding and account opening, coordinate money movements and account maintenance, and respond to client requests with a high‑touch approach and strong follow‑through.

Skills

SIE, Series 7, 66

Operational excellence

Process improvement

Strong communication

Regulatory environment knowledge

Cross-functional collaboration

Risk management

Education

Bachelor’s degree

Job description

Neuberger Berman in New York seeks a Client Service Operations Manager for Team Kaminsky, a premier Private Wealth Management group. This hands-on leader will initially operate alongside the team while building systems, controls, and cadence to improve speed, accuracy, and scalability.

You will partner with portfolio managers, Operations, Compliance, and Technology to enhance onboarding and ongoing servicing, train staff on platforms, and set daily priorities, weekly reviews, and escalation