Client Associate / Senior Client Associate - Neuberger Wealth

Neuberger Berman•New York, NY

About The Position

Neuberger Wealth is Neuberger’s direct-to-client wealth and investment management business. Managing $80b+ in client assets across 40+ seasoned wealth and investment teams, with access to a deep breadth of customized investment solutions, the platform is truly unique in the industry. The Client Associate/Senior Client Associate provides dedicated operational and administrative support to a specialized, globally focused Wealth Advisor team. This role is heavily oriented toward private equity operations, document management, and international client coordination. The ideal candidate is detail-oriented, client-friendly, and comfortable working with moderate schedule flexibility to accommodate clients and colleagues across multiple time zones. We are seeking a seasoned professional with exceptional communication and interpersonal skills who possesses a deep understanding of operational processes and workflows. This role offers an opportunity to significantly contribute to the team’s success and client satisfaction.

Requirements

4-5 years of proven client service/support or related experience in the financial services industry
Undergraduate degree required
SIE, Series 7 and 66 licenses required
Demonstrated experience with client documentation, form completion, and/or subscription documents
Proficiency with Microsoft Office and prior CRM experience preferred, particularly with Salesforce
Exceptional written and verbal communication skills, with strong interpersonal and client servicing abilities
Ability to organize, prioritize, manage multiple tasks, and keep the team informed on open items
Detail-oriented, well-organized, and capable of managing multiple tasks simultaneously
Ability to adapt to a rapidly changing and fast-paced business environment
Capable of operating effectively and working under pressure with tight deadlines
A proactive attitude and ability to work collaboratively
Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Nice To Haves

private equity experience a strong plus
Prior exposure to private equity fund operations, capital call/distribution tracking, or alternative investment platforms preferred
Experience working with international clients or across global time zones preferred

Responsibilities

Prefill and manage subscription documents across a variety of private equity fund structures; ensure accuracy and completeness prior to submission
Track capital calls, distributions, and fund-related deadlines
Serve as a primary interface with clients specifically for subscription document preparation, follow-up, and execution
Liaise with Private Equity IR, AML, Portfolio Managers, and Operations to facilitate fund onboarding and ongoing account activity
Prepare, organize, and maintain client-facing and internal documentation with a high degree of attention to detail
Communicate proactively with international clients regarding document requirements, account updates, statements, wires, and performance reporting
Build and maintain strong relationships with clients externally and key internal partners (Operations, Compliance, IR, etc.)
Coordinate client meetings on behalf of Wealth Advisor, including scheduling across international time zones
Coordinate all travel arrangements for Wealth Advisor, with a focus on international logistics
Accurately process and track expense reports in a timely manner
Handle account maintenance including disbursements, wire transfers, ACATS/DTC transfers, name/address changes, charitable gifting, and billing
Enter and maintain accurate client records in Salesforce CRM
Deliver customized client reports and support performance-related inquiries
Ensure all activities are conducted in compliance with firm policies, regulatory requirements, and supervisory procedures