Senior Private Wealth Client Associate
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-11
Listing for:
Neuberger Berman
Full Time
position Listed on 2026-03-11
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services firm is seeking a Client Associate/Senior Client Associate in New York to serve as the primary contact for high-net-worth clients. In this role, you'll manage inquiries, process account changes, and collaborate with internal teams to ensure client satisfaction. Candidates should have SIE, Series 7, and Series 66 certifications, along with 2-4 years of client service experience in financial services.
Proficiency in Microsoft Office and familiarity with Salesforce are also preferred. A competitive salary range of $80,000-$95,000 is offered, along with comprehensive benefits and bonus potential.
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Position Requirements
10+ Years
work experience
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