Wealth Client Associate | Client Services & Operations

nb; New York (NY); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Discretionary bonus

Medical insurance

Dental insurance

Vision insurance

Retirement plan

Job summary

Neuberger Wealth in New York seeks a Client Associate to deliver comprehensive operational support for a high-net-worth client base, coordinating daily transactions, documentation, and account maintenance. You will liaise with Wealth Advisors, Portfolio Managers, and Operations, providing timely reporting and proactive client service.

A 2+ year track record in financial services and Series 7/66 licenses within 180 days; strong Excel and Salesforce skills are preferred.

Qualifications

• 2+ years of proven client service/support in the financial services industry.
• An undergraduate degree; Series 7 and 66 licenses required within 180 days.
• MBA, CFA, CFP, or CIMA helpful but not required.
• Proficiency with Microsoft Office; Salesforce experience preferred.
• Broad knowledge of Wealth Management, financial products and services.
• Exceptional written and verbal communication with strong interpersonal skills.
• Ability to organize, prioritize, and manage multiple tasks with deadlines.

Responsibilities

• Provide ongoing operational support for the team's client base by handling daily transactions and inquiries within deadlines.
• Liaise between Wealth Advisors, Portfolio Managers, Operations, and clients.
• Open client accounts and assist with required documentation and account maintenance tasks.
• Perform account maintenance tasks (transfers, changes, billing, etc.).
• Maintain proactive client contact regarding documents, trade activity, and performance.
• Monitor account activities using in-house portfolio systems.
• Provide customized reporting and analysis to clients or the team.
• Maintain accurate client files and new business pipeline in Salesforce.

Skills

Client service

CRM (Salesforce)

Microsoft Office

Communication skills

Financial services knowledge

Education

Bachelor's degree

Series 7 license

Series 66 license

Tools

Salesforce

Job description

Neuberger Wealth in New York seeks a Client Associate to deliver comprehensive operational support for a high-net-worth client base, coordinating daily transactions, documentation, and account maintenance. You will liaise with Wealth Advisors, Portfolio Managers, and Operations, providing timely reporting and proactive client service.

A 2+ year track record in financial services and Series 7/66 licenses within 180 days; strong Excel and Salesforce skills are preferred.