Client Associate / Senior Associate - Neuberger Wealth

New Yorkonsitesenior$75K – $95K

Posted yesterday · via Workday

About this role

Neuberger Wealth is Neuberger's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and investment teams, with access to a deep breadth of customized investment solutions, the platform is truly unique in the industry. The Client Associate / Senior Associate will deliver comprehensive operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. This role enhances the client experience by assisting with the service, maintenance, and growth of the team’s high-net-worth client base. We are seeking a seasoned professional with exceptional communication and interpersonal skills who possesses a deep understanding of operational processes and workflows.…

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reqspace match rubric

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1

Skills match

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2

Level fit

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3

Domain experience

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

4

Recency

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5

Location fit

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

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