About this opportunity
Neuberger lists this Client Associate / Senior Associate - Neuberger Wealth opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
New York, NY
nFull time
nR
nPosition Overview:
nNeuberger Wealth is Neuberger's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and investment teams, with access to a deep breadth of customized investment solutions, the platform is truly unique in the industry.
nThe 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. 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.
nPrimary Responsibilities:
nnnClient Service : Provide ongoing operational support for the team's client base by managing daily transactions and inquiries accurately and within established deadlines, ensuring compliance with firm policies and federal regulations
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nnLiaison : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients
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nnClient Support : Offer daily support for the team's client base, including opening client accounts, assisting with required documentation, and performing comprehensive account maintenance tasks
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nnAccount Maintenance : Perform tasks such as funds disbursements, name/address changes, charitable gifting, ACATS and DTC transfers, cost updates, billing/fees, and client-directed trade orders
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nnClient Interaction : Maintain regular and proactive contact with clients regarding new account documents, LOAs, account updates, checks and wires, account performance, trade activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access, etc.
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nnAccount Monitoring : Oversee account activities including trades, cash flows, debits, margin, tech shorts, performance, transfers, allocations, fees, etc., using various in-house portfolio systems
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nnClient Reporting : Provide customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis
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nnData Management : Maintain accurate and detailed client files, account information, and new business pipeline in the Salesforce database
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nnProfessional Development : Enhance job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations
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n nExperience & Skills Qualifications:
nnn2-4+ years of proven client service/support or related experience in the financial services industry
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nnAn undergraduate degree and Series 7 and 66 licenses (required within the first 180 days)
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nnAdditional certifications such as MBA, CFA, CFP, or CIMA are beneficial but not required
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nnProficiency with Microsoft Office and prior CRM experience preferred, particularly with Salesforce
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nnBroad knowledge of Wealth Management, financial products, and services
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nnExceptional written and verbal communication skills, with strong interpersonal and client servicing abilities
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nnAbility to organize, prioritize, manage multiple tasks, and keep the team informed on open items
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nnDetail-oriented, well-organized, and capable of managing multiple tasks simultaneously
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nnAbility to adapt to a rapidly changing and fast-paced business environment
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nnCapable of operating effectively and working under pressure with tight deadlines
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nnA proactive attitude and ability to work collaboratively
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n nApplicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
nCompensation Details
nThe salary range for this role is $75,000-$95,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
nNote: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
nNeuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact .
nLearn about the Applicant Privacy Notice ( .
nFounded in 1939, Neuberger is a private, independent, employee-owned investment manager. From offices in 40 cities worldwide, the firm manages $567 billion in client assets (as of March, 2026) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
nTenured, stable and long-term in focus, the firm has built a diverse team-including 790-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
nNeuberger believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
nFor important disclosures:
Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.