Private Wealth Client Associate - High-Touch Support

Neuberger; New York (NY); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

401(k) retirement plan

Life insurance

Paid time off

Job summary

Neuberger is seeking a Private Wealth Client Associate to support the Weiner Team within Private Wealth Management. You will be a primary contact for high-net-worth clients, handling onboarding, account updates, and day-to-day requests while coordinating meetings and preparing marketing materials for Portfolio Managers.

The role emphasizes client service, attention to detail, and collaboration with Portfolio Management, Operations, Compliance, and Trust.

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).
• Familiarity with Salesforce and FactSet is a plus.
• Strong interpersonal, client service, and communication skills with diverse stakeholders.
• Ability to organize, prioritize, and manage multiple tasks in a fast-paced environment.
• Detail-oriented with confidentiality and discretion.

Responsibilities

• Serve as a primary contact for high-net-worth clients for onboarding, accounts, funds, and online access inquiries.
• Process account openings/closings, transfers, and documentation; oversee asset transfers.
• Perform daily review and maintenance of client accounts and address issues.
• Execute account maintenance including trades, ACAT transfers, and beneficiary changes.
• Prepare correspondence and materials for meetings with clients and prospects.
• Create and distribute client data reports and oversight reporting.

Skills

Client service

Interpersonal communication

Time management

Discretion

Tools

Salesforce

FactSet

Job description

Neuberger is seeking a Private Wealth Client Associate to support the Weiner Team within Private Wealth Management. You will be a primary contact for high-net-worth clients, handling onboarding, account updates, and day-to-day requests while coordinating meetings and preparing marketing materials for Portfolio Managers.

The role emphasizes client service, attention to detail, and collaboration with Portfolio Management, Operations, Compliance, and Trust.