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2200 Neuberger Berman Services

Client Associate

New Yorkonsitejunior

Posted today · via Workday

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About this role

Position Overview: The Private Wealth Client Associate is a client-facing role supporting the Weiner Team within Neuberger's Private Wealth Management business. The Client Associate will serve as a primary point of contact for high-net-worth clients, delivering high-touch administrative and service support across onboarding, account management, and day-to-day client needs. The Client Associate will also coordinate and prep for Portfolio Manager client and prospect meetings and prepare custom and composite marketing materials. The Client Associate will support Portfolio Managers in efforts to drive inflows and broaden relationships with clients.…

Read the full description on 2200 Neuberger Berman Services's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: salesforce

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in New York. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

salesforce

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