Neuberger Berman

Client Associate / Senior Client Associate - Private Wealth Management

Neuberger Berman

14 days ago
New York, NY
Hybrid
Full Time
Senior
0 applicants
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Neuberger Berman
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About this role

A Client Associate / Senior Client Associate at NB Private Wealth provides operational support for high-net-worth clients and a wealth advisor team, enhancing client experience through accurate transaction management, compliance, and proactive client interaction.

Skills

Qualifications

Undergraduate DegreeSIESeries 7Series 66
Neuberger Berman

About Neuberger Berman

nb.com

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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