Client Associate / Senior Client Associate - Private Wealth Management
Neuberger BermanChicago, Illinois, United States
Posted April 8, 2026
80000 - 100000 USD
Full Time
About the Company
Neuberger Berman is a private wealth management company managing $70b+ in client assets.
Job Description
The Client Associate / Senior Client Associate will deliver comprehensive operational support and serve as a trusted resource for clients and an experienced eight-person Wealth Advisor Team managing over $2b AUM.
Requirements
- 3+ years of proven client service / support or related experience in the financial services industry
- An undergraduate degree, SIE, Series 7, and Series 66 licenses required
- Proficiency with Microsoft Office and prior CRM experience preferred, particularly with Salesforce
Benefits
- Paid time off
- Medical/dental/vision insurance
- Retirement
- Life insurance
- Discretionary bonus
