Neuberger Berman

Client Associate / Senior Client Associate - Private Wealth Management

Neuberger Berman

20 days ago
Chicago, IL
Hybrid
Full Time
Medior
0 applicants
Neuberger Berman
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About this role

The Client Associate / Senior Client Associate at Neuberger Berman provides operational support and client service for a high-net-worth client base within the wealth and investment management division. The role involves managing transactions, account maintenance, client communication, and data management, contributing to the team’s success and client satisfaction.

Skills

Qualifications

BS in related fieldSeries 7Series 66SIE
Neuberger Berman

About Neuberger Berman

nb.com

Industries

Finance

Neuberger 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.

About Neuberger Berman

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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