Wealth Client Operations Specialist
Listed on 2026-10-15
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Banking & Finance, Financial Services
Neuberger Wealth is seeking a Client Associate / Senior Associate in New York City to provide end-to-end operational support for a high-net-worth client base. The role works with Wealth Advisors, Portfolio Managers, and Operations to ensure accurate, timely service and compliant processes.
Key duties include account opening, documentation, transfers, and proactive client contact. A 2-4+ year track record in financial services and active Series 7/66 licenses are required within 180 days, with
We are currently recruiting a Wealth Client Operations Specialist for our team in New York, NY, United States.
This role is for the Wealth Client Operations Specialist role at Neuberger.
We are seeking a motivated Wealth Client Operations Specialist to join Neuberger in New York, NY, United States.
Consider building your career as a Wealth Client Operations Specialist at Neuberger.
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