Client Associate / Senior Associate - Neuberger Wealth

The Client Associate / Senior Associate will deliver comprehensive operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. This role enhances the client experience by assisting with the service, maintenance, and growth of the team’s high-net-worth client base.

What You Will Do

Provide ongoing operational support for the team’s client base, manage daily transactions and inquiries, serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients, and perform tasks such as funds disbursements, name/address changes, charitable gifting, ACATS and DTC transfers, cost updates, billing/fees, and client-directed trade orders.

Why It Might Be a Fit

We are seeking a seasoned professional with exceptional communication and interpersonal skills who possesses a deep understanding of operational processes and workflows. This role offers an opportunity to significantly contribute to the team’s success and client satisfaction.

Requirements

• 2-4+ years of proven client service/support or related experience in the financial services industry
• An undergraduate degree and Series 7 and 66 licenses (required within the first 180 days)
• Additional certifications such as MBA, CFA, CFP, or CIMA are beneficial but not required
• Proficiency with Microsoft Office and prior CRM experience preferred, particularly with Salesforce
• Broad knowledge of Wealth Management, financial products, and services
• Exceptional written and verbal communication skills, with strong interpersonal and client servicing abilities
• Ability to organize, prioritize, manage multiple tasks, and keep the team informed on open items
• Detail-oriented, well-organized, and capable of managing multiple tasks simultaneously
• Ability to adapt to a rapidly changing and fast-paced business environment
• Capable of operating effectively and working under pressure with tight deadlines
• A proactive attitude and ability to work collaboratively

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retirement
• Life insurance
• Discretionary bonus