Client Associate - Neuberger Wealth (Wealth Management)

Location: New York, NY, United States; onsite

Salary: $75,000–$85,000 per year, plus discretionary bonus and retirement contributions.

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 daily operational support for high-net-worth clients, processing transactions and inquiries accurately and on time.
• Open and maintain client accounts, including documentation, disbursements, transfers, billing, fees, and client-directed trade orders.
• Act as a liaison between clients, Wealth Advisors, Portfolio Managers, and Operations.
• Maintain proactive client communication about account updates, transfers, statements, fees, performance, and online access.
• Monitor trades, cash flows, margin, transfers, allocations, fees, and other account activity using internal portfolio systems.
• Prepare customized client reporting and maintain account data and business pipelines in Salesforce.

Requirements

• 2+ years of client service, client support, or related financial services experience.
• Undergraduate degree.
• 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, organization, prioritization, attention to detail, and collaboration skills.
• Must be authorized to work in the United States without current or future sponsorship.

Nice to have

• Microsoft Office proficiency and prior CRM experience, particularly Salesforce.
• MBA, CFA, CFP, or CIMA certification.

Culture & Benefits

• Fast-paced environment with opportunities for professional development and continuing education.
• Paid time off.
• Medical, dental, and vision insurance.
• Retirement and life insurance benefits for eligible employees.
• Discretionary bonus opportunity.