Wealth Client Services Specialist

Neuberger; New York (NY); On-site; USD 75,000 - 85,000; 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 to deliver comprehensive operational support for a high-net-worth client base. You will assist with service, maintenance, and growth while coordinating with Wealth Advisors, Portfolio Managers, and Operations to ensure precise, timely processing.

The role requires strong communication, multi-tasking, and knowledge of wealth management products; a Series 7/66 license is required within 180 days.

Qualifications

• Minimum 2+ years of client service/support in financial services.
• Bachelor’s degree and Series 7 and 66 licenses required within 180 days.

Responsibilities

• Provide operational support for client base and inquiries within deadlines.
• Liaise between Wealth Advisors, Portfolio Managers, Operations and clients.
• Open client accounts and handle documentation and account maintenance tasks.
• Manage funds disbursements, name/address changes, transfers, and billing/fees.
• Communicate updates on documents, account performance, and activity to clients.

Skills

Client service

Salesforce

Communication

Wealth management

Time management

Education

Bachelor’s degree

Series 7 license

Series 66 license

MBA/CFA/ CFP/ CIMA beneficial

Tools

Microsoft Office

CRM (Salesforce)

Job description

Neuberger Wealth is seeking a Client Associate to deliver comprehensive operational support for a high-net-worth client base. You will assist with service, maintenance, and growth while coordinating with Wealth Advisors, Portfolio Managers, and Operations to ensure precise, timely processing.

The role requires strong communication, multi-tasking, and knowledge of wealth management products; a Series 7/66 license is required within 180 days.