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⏰ Full-time

Client Associate

Neuberger
Location 📍 New York, United States
Posted 📅 June 03, 2026
Work Type ⏰ Full-time

Position Overview

**Position Overview:**

The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business. The Associate will serve as a primary point of contact for high-net-worth clients, delivering hands-on, high-touch administrative and service support across onboarding, account management, and day-to-day client needs. In addition, this individual will serve as a backup equity trader for the team, stepping in to execute trades in a disciplined and responsible manner when the team's primary trader is unavailable. The Associate will partner closely with Portfolio Management, Operations, Compliance, and Business Controls to ensure a seamless and rewarding client experience.

**Primary Responsibilities:**

+ Serve as a primary service contact for existing and prospective private wealth clients, delivering responsive, high-touch support with strong follow-up and diligent execution
+ Establish new...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
New York, United States