Client Associate - Neuberger Wealth

Job overview

The Client Associate is an onsite role based in New York, NY, supporting the Neuberger Wealth team. The salary range is $75,000-$85,000. This role exists to provide operational support and serve as a resource for high-net-worth clients and Wealth Advisor teams. The associate will manage daily transactions, maintain client accounts, and ensure compliance with firm policies.

What you'll do

• Provides operational support, serves as a liaison, assists with account opening and maintenance, performs daily transactions, maintains client files, and provides customized reporting.

What we're looking for

Skills & competencies

full-time

day shift

new york ny

client associate

wealth management

financial services

client service

onsite

$75k-$85k

neuberger

Work arrangement

• Weekend coverage required

Benefits & perks

• Discretionary bonus, paid time off, medical/dental/vision insurance, retirement, life insurance.

Why this role

Focuses on client service and operational support for high-net-worth wealth management.

About the employer

Neuberger is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.