Wealth Client Services Specialist
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Services, Financial Advisor / Consultant
Neuberger Wealth is seeking a Client Associate to deliver comprehensive operational support for a high-net-worth client base. You will assist with service, maintenance, and growth while coordinating with Wealth Advisors, Portfolio Managers, and Operations to ensure precise, timely processing.
The role requires strong communication, multi-tasking, and knowledge of wealth management products; a Series 7/66 license is required within 180 days.
We are looking to fill the Wealth Client Services Specialist position at Neuberger in New York, NY, United States.
Join us at Neuberger as our next Wealth Client Services Specialist in New York, NY, United States.
We are currently recruiting a Wealth Client Services Specialist for our team in New York, NY, United States.
This is an excellent position to take on the Wealth Client Services Specialist role at Neuberger.
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