The board
- Hours
- Full time
- Where
- New York, NY
- Posted
- Sep 2
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.
What you'd do
- 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
- Interact with operations and middle office to resolve account or performance discrepancies; obtain and compile data for reporting
- SIE, Series 7 and Series 66 required
- Starts
- 2026-08-05