Private Wealth Client Advisor

Neuberger

New York (NY)

On-site

USD 70,000 - 120,000

Full time

5 days ago

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Job summary

Neuberger in New York seeks a Private Wealth Client Associate to support the Weiner Team within Private Wealth Management. You will be the primary contact for high-net-worth clients, delivering high-touch onboarding, account management, and day-to-day service.

You will coordinate meetings for Portfolio Managers, prepare custom marketing materials, and help drive client inflows while collaborating with Operations, Compliance, and Trust & Business Controls to ensure an excellent client

Qualifications

SIE, Series 7 and Series 66 are required.
2-4 years of client service or support experience in the financial services industry preferred.
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).

Responsibilities

Serve as a primary contact for high-net-worth clients, handling inquiries about accounts, transfers, statements, and online access.
Process account openings/closings, transfers, and client requests; oversee asset transfers and documentation.
Perform daily review and maintenance of client accounts, including cash/security movements and remittances.
Execute account maintenance (checks, wires, RMDs, beneficiary changes, ACAT/DTC transfers, updates).
Prepare correspondence and presentation materials for clients and prospects, including meetings and reviews.
Create and update financial and client data reports; distribute daily, monthly, quarterly reports and ad hoc oversights.
Review and process quarterly billing, update fee schedules, and monitor receivables.
Use Salesforce and Outlook to manage client information, track contact frequency, and record meeting notes.