Wealth Client Services Associate
Listed on 2026-10-11
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Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Neuberger Wealth is seeking a Client Associate / Senior Associate to deliver operational support for the wealth team, handling daily transactions and inquiries to enhance the client experience.
You will liaise with Wealth Advisors, Portfolio Managers, and Operations, assist with account opening and maintenance, and provide customized reporting.
Requirements include 2-4+ years in financial services client service, an undergraduate degree, and Series 7 and 66 licenses within 180 days.
The Wealth Client Services Associate role at LGBT Great is now open for applications in New York, NY, United States.
This posting is for the Wealth Client Services Associate role at LGBT Great, based in New York, NY, United States.
We are looking to fill the Wealth Client Services Associate position at LGBT Great in New York, NY, United States.
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