Neuberger Berman · 11 hours ago
Senior Client Associate
New York, NY
Full-time
Onsite
Mid, Senior Level
$85K/yr - $110K/yr
2+ years expNeuberger Berman is a private wealth management firm providing customized investment and holistic wealth planning services to high-net-worth families. The Senior Client Associate serves as a primary point of contact for clients, managing inquiries and processing account requests while ensuring high-quality client service.
BankingBusiness DevelopmentFinanceFinancial Services
Responsibilities
Serve as a primary point of contact for high-net-worth clients, addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable giving, account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, and online access
Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all required documentation
Perform daily review and maintenance of client accounts, including administrative changes, cash/security movements, and addressing insufficient funds for scheduled remittances
Execute account maintenance (checks and wires, RMDs, name/address/beneficiary changes, ACAT/DTC transfers, cost updates, client-directed trade orders, and other miscellaneous requests)
Prepare correspondence and presentation materials for client portfolio reviews and ad hoc requests
Maintain multiple addressees to group clients for reporting and trading purposes
Utilize Salesforce and Outlook to manage client information, track client contact frequency, and record notes and strategy updates from meetings
Interact with operations and middle office to resolve account or performance discrepancies
Qualification
Required
SIE, Series 7, and Series 66 required
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
Strong interpersonal, client service, and communication skills (written and verbal)
Ability to organize, prioritize, and manage multiple tasks in a fast-paced environment, strong time management, follow-up, and organizational skills
Detail-oriented, team-oriented, and able to work independently with minimal supervision
Capable of exercising discretion with confidential information
Ability to take initiative and meet clear deadlines
Preferred
2-4 years of client service or support experience in the financial services industry preferred
Familiarity with Salesforce is a plus
Benefits
Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits
Company
Neuberger Berman
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
1001-5000 employees
H1B Sponsorship
Neuberger Berman has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (36)
2023 (27)
2022 (26)
2021 (24)
2020 (28)
Funding
Current Stage
Public CompanyTotal Funding
$18.5M2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO
Leadership Team
George Walker
Chairman and CEO
Brian Hahn
Managing Director, Senior Wealth Advisor
Recent News
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2026-01-16
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2026-01-13
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