Wealth Client Operations Associate | Hybrid NYC

LGBT Great; New York (NY); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Paid time off

Medical/dental/vision insurance

Retirement plan

Job summary

Neuberger Wealth in New York City is seeking a Client Associate / Senior Associate to deliver operational support for a high-net-worth client base. Hybrid role requiring in-office presence three days a week and coordination with Wealth Advisors, Portfolio Managers, and Operations.

The role emphasizes client service, account maintenance, and proactive communication, with 2–4+ years in financial services and an undergraduate degree. Licenses must be obtained within 180 days.

Qualifications

• 2–4+ years of client service experience in financial services.
• Undergraduate degree required; Series 7 & 66 licenses within 180 days.
• CRM experience preferred, especially Salesforce.

Responsibilities

• Provide ongoing operational support for client base and transactions.
• Liaise between Wealth Advisors, Portfolio Managers, Operations, and clients.
• Open accounts, complete required documentation, and maintain accounts.
• Generate customized client reports and analyses.
• Maintain accurate client files in Salesforce and related systems.

Skills

Client service

Series 7 & 66

CRM experience

Wealth management knowledge

Communication skills

Time management

Interpersonal skills

Attention to detail

Education

Undergraduate degree

Series 7 & 66 licenses

Tools

Salesforce

Microsoft Office

Job description

Neuberger Wealth in New York City is seeking a Client Associate / Senior Associate to deliver operational support for a high-net-worth client base. Hybrid role requiring in-office presence three days a week and coordination with Wealth Advisors, Portfolio Managers, and Operations.

The role emphasizes client service, account maintenance, and proactive communication, with 2–4+ years in financial services and an undergraduate degree. Licenses must be obtained within 180 days.