Client Associate / Senior Client Associate - Private Wealth Management
Neuberger BermanNew York, New York, United States
Posted March 20, 2026
80000 - 100000 USD
Full Time
About the Company
Neuberger Berman is a global investment management firm.
Job Description
Client Associate / Senior Client Associate - Private Wealth Management position overview and responsibilities.
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
- Other benefits
