Private Wealth Client Associate — High-Touch Client Support

LGBT Great; New York (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Paid time off

Medical/dental/vision insurance

Retirement

Life insurance

Other benefits

Job summary

Neuberger's Private Wealth Management team seeks a Private Wealth Client Associate to support the Weiner Team in delivering high-touch service to high-net-worth clients. You will handle onboarding, account management, and day-to-day client needs, and prepare meeting materials for Portfolio Managers and clients.

You'll coordinate with Portfolio Management, Operations, Compliance, The Trust Department and Business Controls to ensure a seamless client experience, while driving relationships and

Qualifications

• SIE, Series 7 and Series 66 required.
• 2-4 years of client service or support experience in the financial services industry preferred.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Familiarity with Salesforce and FactSet is a plus.
• Strong interpersonal, client service, and communication skills (written and verbal).
• Ability to organize, prioritize, and manage multiple tasks in a fast-paced environment.
• Detail-oriented, team-oriented, and able to work independently with minimal supervision.
• Capable of exercising discretion with confidential information.
• Ability to take initiative and meet clear deadlines.

Responsibilities

• Serve as a primary point of contact for high-net-worth clients, addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable gifting, account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, and online access.
• Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all required documentation.
• Perform daily review and maintenance of client accounts, including administrative changes, cash/security movements, and addressing insufficient funds for scheduled remittances.
• Execute account maintenance (checks and wires, RMDs, name/address/beneficiary changes, ACAT/DTC transfers, cost updates, client-directed trade orders, and other miscellaneous requests).
• Prepare correspondence and presentation materials for internal and external clients and prospects, including meetings and account reviews.
• Create, monitor, and update financial and client data reports; compile and distribute daily, monthly, quarterly, and ad hoc oversight reporting.
• Review and process quarterly billing (adding/removing accounts, updating fee schedules, providing invoices, and monitoring receivables).
• Utilize Salesforce and Outlook to manage client information, track client contact frequency, and record notes and strategy updates from meetings.
• Interact with operations and middle office to resolve account or performance discrepancies; obtain and compile data for reporting.

Skills

SIE

Series 7

Series 66

Tools

Microsoft Office

Salesforce

FactSet

Outlook

Job description

Neuberger's Private Wealth Management team seeks a Private Wealth Client Associate to support the Weiner Team in delivering high-touch service to high-net-worth clients. You will handle onboarding, account management, and day-to-day client needs, and prepare meeting materials for Portfolio Managers and clients.

You'll coordinate with Portfolio Management, Operations, Compliance, The Trust Department and Business Controls to ensure a seamless client experience, while driving relationships and