Wealth Client Experience Associate

Neuberger Berman; New York (NY); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Paid time off

Medical insurance

Retirement plan

Life insurance

Job summary

Neuberger Berman's Wealth division seeks a Client Associate / Senior Associate to provide robust operational support to a high-net-worth client base. You will backstop client service, account maintenance, and documentation while coordinating with Wealth Advisors, Portfolio Managers, and Operations.

The role requires 2–4+ years in client service in financial services, a degree, and Series 7/66 licenses within 180 days.

Qualifications

• 2–4+ years of client service in financial services.
• Undergraduate degree; Series 7 and 66 required within 180 days.
• MBA, CFA, CFP, or CIMA beneficial but not required.
• Proficiency with Microsoft Office; Salesforce CRM preferred.
• Broad knowledge of Wealth Management and financial products.
• Exceptional written and verbal communication skills; strong interpersonal abilities.
• Organizational skills; ability to manage multiple tasks under pressure.
• Authorized to work in the U.S. without sponsorship.

Responsibilities

• Provide ongoing operational support for the team’s client base and inquiries.
• Liaise between Wealth Advisors, Portfolio Managers, Operations, and clients.
• Open client accounts and assist with required documentation; perform account maintenance tasks.
• Handle funds disbursements, name/address changes, transfers, bills, and client-directed trades.
• Maintain proactive client contact regarding documents, updates, trades, statements, and fees.
• Oversee account activities using in-house portfolio systems.
• Provide customized reporting and analysis to clients or the Wealth Advisor team.
• Maintain accurate client files and pipeline in Salesforce.
• Engage in professional development opportunities.

Skills

Client service

Series 7

Series 66

Salesforce

Wealth management

Communication

CRM experience

Education

Undergraduate degree

Series 7 license

Series 66 license

Tools

Microsoft Office

Salesforce

CRM software

Job description

Neuberger Berman's Wealth division seeks a Client Associate / Senior Associate to provide robust operational support to a high-net-worth client base. You will backstop client service, account maintenance, and documentation while coordinating with Wealth Advisors, Portfolio Managers, and Operations.

The role requires 2–4+ years in client service in financial services, a degree, and Series 7/66 licenses within 180 days.