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Wealth Client Associate — HNW Account Management

Job in New York, New York County, New York, 10261, USA
Listing for: Neuberger Berman
Full Time position
Listed on 2026-02-21
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Location: New York

A prominent investment management firm is seeking a Client Service Associate in New York to be the primary contact for high-net-worth clients. The role involves managing client inquiries, processing account requests, and ensuring high-quality service. Ideal candidates will have 2-4+ years of experience in client service within financial services, relevant certifications, and proficiency in tools such as Salesforce and Microsoft Office.

A competitive compensation package is offered, along with a comprehensive benefits plan.
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Position Requirements
10+ Years work experience
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