Client Associate / Senior Associate - Neuberger Wealth

Location: New York City, United States; hybrid with a minimum of three days per week in the office.

Salary: $75,000–$95,000 per year, plus discretionary bonus and benefits.

Company

hirify.global Wealth is hirify.global’s direct-to-client wealth and investment management business, managing more than $70 billion in client assets across over 40 wealth and investment teams.

What you will do

• Provide operational support for high-net-worth client accounts, managing daily transactions and inquiries accurately and within deadlines.
• Open and maintain client accounts, process documentation, transfers, disbursements, fees, charitable gifts, and client-directed trade orders.
• Act as a liaison between clients, Wealth Advisors, Portfolio Managers, and Operations.
• Communicate proactively with clients about account updates, trades, transfers, statements, fees, performance, online access, and related requests.
• Monitor trades, cash flows, margin, transfers, allocations, fees, and other account activity using internal portfolio systems.
• Prepare customized client reporting and maintain accurate account records and business pipeline data in Salesforce.

Requirements

• 2–4+ years of client service, client support, or related financial services experience.
• Undergraduate degree and Series 7 and Series 66 licenses required within the first 180 days.
• Broad knowledge of wealth management, financial products, and services.
• Strong written and verbal communication, interpersonal, organizational, and multitasking skills.
• Proficiency with Microsoft Office; CRM experience, particularly Salesforce, is preferred.
• Must be authorized to work in the United States without current or future sponsorship.

Nice to have

• MBA, CFA, CFP, or CIMA certification.
• Prior Salesforce experience.

Culture & Benefits

• Collaborative work with Wealth Advisors, Portfolio Managers, Operations, and clients.
• Fast-paced environment requiring adaptability, initiative, and effective work under pressure.
• Paid time off, medical, dental, and vision insurance.
• Retirement and life insurance benefits for eligible employees.