Client Associate

SIE, Series 7 and Series 66 required

2-4 years of client service or support experience in the financial services industry preferred

Familiarity with Salesforce and FactSet is a plus

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The Private Wealth Client Associate is a client-facing role supporting the Weiner Team within Neuberger's Private Wealth Management business.

The Client Associate will serve as a primary point of contact for high-net-worth clients, delivering high-touch administrative and service support across onboarding, account management, and day-to-day client needs.

The Client Associate will also coordinate and prep for Portfolio Manager client and prospect meetings and prepare custom and composite marketing materials.

The Client Associate will support Portfolio Managers in efforts to drive inflows and broaden relationships with clients.

The Client Associate will partner closely with Portfolio Management, Operations, Compliance, The Trust Department and Business Controls to ensure a seamless and rewarding client experience.

Serve as a primary point of contact for high-net-worth clients, addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable gifting, account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, and online access