Client Associate / Senior Client Associate - Private Wealth Management
Neuberger Berman(13 days ago)
About this role
This role involves providing high-net-worth clients with personalized wealth management services, managing account information, and coordinating with internal teams to meet client needs. It requires a strong focus on client service, account operations, and collaboration within a financial services environment.
Required Skills
- Client Service
- Account Management
- Microsoft Office
- Salesforce
- Financial Services
Qualifications
- SIE
- Series 7
- Series 66
About Neuberger Berman
nb.comNeuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.
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