Private Wealth Client Associate - High-Touch Support

Neuberger; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Paid time off

Medical/dental/vision insurance

Retirement plan

Life insurance

Job summary

Neuberger’s Private Wealth Management team seeks a Private Wealth Client Associate in New York to act as a primary contact for high-net-worth clients. You will support onboarding, account management, and day-to-day client needs, coordinating meetings and preparing customized marketing materials.

Responsibilities include updating client data, processing account changes, and producing reports. The role partners with Portfolio Managers, Operations, Compliance, and The Trust Department to ensure a

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 and ability to work with a variety of constituents.

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 values, stock quotes, and online access.

Skills

SIE

Series 7

Series 66

Client service

Microsoft Office

Salesforce

FactSet

Communication

Time management

Organization

Tools

Salesforce

FactSet

Job description

Neuberger’s Private Wealth Management team seeks a Private Wealth Client Associate in New York to act as a primary contact for high-net-worth clients. You will support onboarding, account management, and day-to-day client needs, coordinating meetings and preparing customized marketing materials.

Responsibilities include updating client data, processing account changes, and producing reports. The role partners with Portfolio Managers, Operations, Compliance, and The Trust Department to ensure a