Wealth Client Services Associate

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

Benefits offered by this job

Discretionary bonus

Medical/dental/vision insurance

Retirement plan

Job summary

Neuberger Berman’s Wealth division seeks a Client Associate / Senior Associate in New York City. You will deliver comprehensive operational support to a high-net-worth client base, handling daily transactions, account maintenance, and documentation with accuracy and timeliness.

You will liaise with Wealth Advisors, Portfolio Managers and Operations, provide reporting, and maintain client files in Salesforce. A strong communicator with multitasking ability is required.

Qualifications

• Bachelor’s degree and securities licenses required within stated timeframe.
• Strong client service experience in financial services and excellent communication.
• Proficiency with Salesforce and MS Office; detail-oriented and organized.

Responsibilities

• Provide ongoing operational support for a high-net-worth client base.
• Open accounts, assist with documentation, and perform maintenance tasks.
• Coordinate with Wealth Advisors, PMs, Operations and clients.
• Monitor accounts, process transfers, and prepare client reports.

Skills

Client service

Salesforce

CRM experience

Microsoft Office

Communication

Attention to detail

Education

Undergraduate degree

Series 7 license

Series 66 license

MBA, CFA, CFP, or CIMA beneficial

Tools

Salesforce

Microsoft Office

Job description

Neuberger Berman’s Wealth division seeks a Client Associate / Senior Associate in New York City. You will deliver comprehensive operational support to a high-net-worth client base, handling daily transactions, account maintenance, and documentation with accuracy and timeliness.

You will liaise with Wealth Advisors, Portfolio Managers and Operations, provide reporting, and maintain client files in Salesforce. A strong communicator with multitasking ability is required.