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Private Wealth Client Associate - High-Touch Support
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-14
Listing for:
Neuberger
Full Time
position Listed on 2026-08-14
Job specializations:
-
Finance & Banking
Private Banking
Job Description & How to Apply Below
Neuberger’s Private Wealth Management team seeks a Private Wealth Client Associate in New York to act as a primary contact for high-net-worth clients. You will support onboarding, account management, and day-to-day client needs, coordinating meetings and preparing customized marketing materials.
Responsibilities include updating client data, processing account changes, and producing reports. The role partners with Portfolio Managers, Operations, Compliance, and The Trust Department to ensure a
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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