Wealth Client Services Associate - Ops & Liaison

Neuberger Berman; New York (NY); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Paid time off

Medical insurance

Dental insurance

Vision insurance

Retirement plan

Life insurance

Job summary

Neuberger Wealth, part of Neuberger Berman, seeks a Client Associate to deliver operational support for a high-net-worth client base. You will assist with account openings, documentation, and ongoing servicing while coordinating with Wealth Advisors, Portfolio Managers, and Operations.

You will maintain client files, generate reports, and manage tasks across multiple systems, ensuring accuracy and timely communications. Strong interpersonal skills and a proactive approach are essential.

Qualifications

• 2+ years of client service/support or related experience in financial services
• Undergraduate degree and Series 7 and 66 licenses within first 180 days
• Proficiency with Microsoft Office and CRM experience, preferably Salesforce
• Broad knowledge of Wealth Management, financial products and services
• Exceptional written and verbal communication with strong interpersonal skills
• Ability to organize, prioritize, and manage multiple tasks under pressure

Responsibilities

• Provide ongoing operational support for the team’s client base by managing daily transactions and inquiries within deadlines
• Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients
• Open client accounts and perform account maintenance tasks including required documentation
• Oversee account activities such as trades, cash flows, transfers, and fees using in-house systems
• Provide customized reporting and analysis to clients and Wealth Advisor team
• Maintain accurate client files and new business pipeline in Salesforce

Skills

Client service

Communication

Interpersonal skills

Organizational skills

Attention to detail

Multitasking

Microsoft Office

Education

Undergraduate degree

Series 7 license

Series 66 license

Tools

Salesforce

Microsoft Office

Job description

Neuberger Wealth, part of Neuberger Berman, seeks a Client Associate to deliver operational support for a high-net-worth client base. You will assist with account openings, documentation, and ongoing servicing while coordinating with Wealth Advisors, Portfolio Managers, and Operations.

You will maintain client files, generate reports, and manage tasks across multiple systems, ensuring accuracy and timely communications. Strong interpersonal skills and a proactive approach are essential.