Wealth Client Experience Associate

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

Benefits offered by this job

Paid time off

Medical/dental/vision insurance

Retirement plan

Discretionary bonus

Life insurance

Job summary

Neuberger Wealth is seeking a Client Associate / Senior Associate to deliver comprehensive operational support for a high-net-worth client base, acting as a trusted resource to Wealth Advisors and Portfolio Managers.

You will manage daily transactions, onboarding, documentation, and account maintenance, while preparing client reports and ensuring compliance with firm policies and federal regulations. Strong communication and teamwork are essential.

Qualifications

• 2-4+ years of client service in financial services.
• Bachelor's degree; Series 7 and 66 licenses required within 180 days.
• Strong communication and interpersonal skills.
• CRM experience preferable, Salesforce proficiency a plus.

Responsibilities

• Provide ongoing operational support for the team's client base and transactions.
• Liaise between Wealth Advisors, Portfolio Managers, Operations, and clients.
• Open client accounts, assist with documentation, and perform account maintenance tasks.
• Handle funds disbursements, transfers, and billing/fees updates.
• Provide customized reporting and client analyses for Wealth Advisor team.
• Maintain client files and Salesforce data with accuracy.

Skills

Client service

Series 7/66

Communication

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

Neuberger Wealth is seeking a Client Associate / Senior Associate to deliver comprehensive operational support for a high-net-worth client base, acting as a trusted resource to Wealth Advisors and Portfolio Managers.

You will manage daily transactions, onboarding, documentation, and account maintenance, while preparing client reports and ensuring compliance with firm policies and federal regulations. Strong communication and teamwork are essential.