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Neuberger Berman Client Associate, Wealth Management in New York, New York


The Client Associate will provide comprehensive operational support to three separate Wealth Advisor Teams within Neuberger Berman’s Private Wealth Management business. The Client Associate enhances the client experience by assisting with the service, maintenance and growth of each team’s high net worth book of business.


  • Participate in daily activities of operational support team and facilitate all client service needs.

  • Act as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients.

  • Initiate new account opening process through Centralized Client Services Team. Assist clients with required documentation.

  • Perform account maintenance including but not limited to; funds disbursements, name/address changes, charitable gifting, ACATS and DTC transfers, cost updates, billing/fees, client directed trade orders, etc.

  • Regular and proactive contact with clients regarding; new account documents, LOA’s, account updates, checks and wires, account performance, trade activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access, etc.

  • Monitor account activity including trades, cash flows, debits, margin, tech shorts, performance, transfers, allocations, fees, etc. by utilizing various in-house portfolio systems.

  • Provide customized reporting and analysis to client or Wealth Advisor team on a regular or ad hoc basis.

  • Prepare subscription documents for Private Equity investments. Track capital calls and distributions.

  • Maintain account information and new business pipeline in Salesforce database.

  • Maintain accurate and detailed client files.


  • Undergraduate degree.

  • Series 7 and 66 licenses.

  • Minimum of 2-3 years of client service/support or related experience in the financial services industry.

  • Proficiency in MS Office including Word, Excel, PowerPoint, and Outlook; familiarity working with financial and marketing databases preferred.

  • Strong written and verbal communication skills, strong interpersonal and client servicing skills.

  • Ability to organize, prioritize, manage multiple tasks, and keep team apprised on open items.

  • Ability to adapt to a rapidly changing and fast paced business environment.

  • Ability to operate effectively and work under pressure with tight deadlines.

  • Team player and a desire to collaborate with others.

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