Wealth Client Services Associate

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

Benefits offered by this job

Paid time off

Medical/dental/vision insurance

Retirement

Life insurance

Other benefits to eligible employees

Job summary

Neuberger Wealth is seeking a Client Associate / Senior Associate to deliver operational support for the wealth team, handling daily transactions and inquiries to enhance the client experience.

You will liaise with Wealth Advisors, Portfolio Managers, and Operations, assist with account opening and maintenance, and provide customized reporting.

Requirements include 2-4+ years in financial services client service, an undergraduate degree, and Series 7 and 66 licenses within 180 days.

Qualifications

• 2-4+ years of client service experience in financial services
• Undergraduate degree; Series 7 and 66 required within 180 days
• Certifications such as MBA, CFA, CFP, or CIMA are beneficial but not required
• Proficiency with Microsoft Office and CRM experience, preferably Salesforce

Responsibilities

• Client Service: Manage daily transactions and inquiries accurately within deadlines
• Liaison: Coordinate between Wealth Advisors, Portfolio Managers, Operations and clients
• Client Support: Open accounts, assist with documentation, and perform maintenance tasks
• Account Maintenance: Handle funds disbursements, address changes, transfers, billing, and client-directed trades
• Client Interaction: Maintain proactive contact on documents, statements, and performance
• Account Monitoring: Oversee trades, cash flows, margins, and fees using in-house systems
• Client Reporting: Deliver customized reports for clients or Wealth Advisor team
• Data Management: Maintain client files and pipeline in Salesforce
• Professional Development: Pursue educational opportunities and professional networks

Skills

Client service

Series 7

Series 66

Salesforce

MS Office

Wealth management

Communication

Time management

Education

Undergraduate degree

Series 7 license

Series 66 license

Tools

Salesforce

Job description

Neuberger Wealth is seeking a Client Associate / Senior Associate to deliver operational support for the wealth team, handling daily transactions and inquiries to enhance the client experience.

You will liaise with Wealth Advisors, Portfolio Managers, and Operations, assist with account opening and maintenance, and provide customized reporting.

Requirements include 2-4+ years in financial services client service, an undergraduate degree, and Series 7 and 66 licenses within 180 days.