Private Wealth Client Associate — High-Touch Client Service

Neuberger Berman; New York (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

Neuberger Berman in New York City seeks a Private Wealth Client Associate to support the Weiner Team. You will handle onboarding, account maintenance, and client inquiries, coordinating with Portfolio Managers and operations to ensure a smooth experience.

You will prepare materials for meetings and client reviews, manage data reporting, and contribute to timely invoicing and client communications with a high-touch service approach.

Qualifications

• SIE, Series 7 and Series 66 required.
• 2-4 years of client service or support experience in financial services.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Familiarity with Salesforce and FactSet is a plus.
• Strong interpersonal, client service, and communication skills.

Responsibilities

• Serve as a primary point of contact for high-net-worth clients and onboarding.
• Process account openings/closings, transfers, and documentation.
• Prepare client correspondence and meeting materials.
• Create and update daily/weekly reports and oversee billing entries.
• Use Salesforce and Outlook to manage client information and notes.

Skills

Client service

Communication

Time management

Organizational skills

Tools

Salesforce

FactSet

Microsoft Office

Job description

Neuberger Berman in New York City seeks a Private Wealth Client Associate to support the Weiner Team. You will handle onboarding, account maintenance, and client inquiries, coordinating with Portfolio Managers and operations to ensure a smooth experience.

You will prepare materials for meetings and client reviews, manage data reporting, and contribute to timely invoicing and client communications with a high-touch service approach.