Hiring: Client Associate Company: Neuberger Location: New York, NY Job Posted Time: 2026-09-10 12:13:48 Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Portfolio Management, Salesforce, Series 66, Series 7, Wealth Management About the job Experience: •2-4 years of client service or support experience in the financial services industry preferred •4 years of client service or support experience in the financial services industry preferred Required Skills: •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 •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 internal and external clients and prospects, including meetings and account reviews •Create, monitor, and update financial and client data reports; compile and distribute daily, monthly, quarterly, and ad hoc oversight reporting •Review and process quarterly billing (adding/removing accounts, updating fee schedules, providing invoices, and monitoring receivables) •Utilize Salesforce and Outlook to manage client information, track client contact frequency, and record notes and strategy updates from meetings Qualifications: •SIE, Series 7 and Series 66 required •Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) •Operational familiarity with Salesforce and FactSet is a plus •Strong interpersonal, client service, and communication skills (written and verbal) and ability to work with a variety of constituents: peers, Portfolio Managers, Wealth Advisors and clients •Demonstrated capacity 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 •Demonstrated capacity to take initiative and meet clear deadlines •Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship. •This position is paid based on production compensation only. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!