Client Service Operations Manager, Neuberger Wealth
About The Position
The Client Service Operations Manager will support Team Kaminsky, one of Neuberger’s largest Private Wealth Management teams. This is a “player/coach” role for a hands-on operator who will initially execute alongside the team while building the systems, controls, and operating cadence needed to materially improve speed, accuracy, and scalability. The Manager will partner closely with all members of the portfolio management team as well as own the relationship with the broader Operations, Compliance, and Business Controls teams at the firm to ensure a seamless and rewarding client experience. In addition to operational leadership, the Manager will remain hands-on in day-to-day client servicing. This includes supporting onboarding and account opening, coordinating money movements and account maintenance, and responding to client requests with a high-touch approach and strong follow-through.
Requirements
- Bachelor’s degree required
- 10+ years of experience in private wealth management operations, client service, or a comparable “process + execution” role within financial services
- SIE, Series 7, and 66 required or ability to obtain within the firm's timeline
- Demonstrated ability to improve operational performance through systems thinking, strong judgment, and disciplined follow-through
- Strong understanding of operational risk, documentation standards, and working effectively in a regulated environment
- Highly organized, detail-oriented, and comfortable managing multiple competing priorities in a fast-paced, client-driven setting
- Excellent communication skills and the ability to partner across functions and influence without formal authority
- Strong technology aptitude; comfortable learning platforms quickly and translating needs into practical workflows
- Applicants must be authorized to work in the United States without the need for current or future sponsorship.
Responsibilities
- Act as the team’s day-to-day operational quarterback: organize workflows, drive accountability, and ensure consistent execution across client servicing activities
- Build and implement repeatable processes, templates, checklists, and controls to improve turnaround times, avoid errors, and mitigate operational risk
- Evaluate current-state workflows, identify bottlenecks and friction points, and implement measurable improvements (e.g., cycle-time reduction, fewer reworks, reduced break frequency)
- Partner closely with firmwide Operations, Compliance, Business Controls, and Technology to enhance tools, workflows, and policies that impact client onboarding and ongoing servicing
- Become a power user of internal platforms and help the team use technology more effectively through training, standardization, and process redesign
- Establish service standards and operating rhythms (e.g., daily priorities, weekly pipeline reviews, escalation paths) to improve responsiveness and follow-through
- Own escalation management for client-impacting operational issues, coordinating rapid resolution, and implementing preventative fixes
- Lead cross-functional execution for complex/time-sensitive client events (large asset transfers, multi-account onboarding, urgent disbursements), ensuring clean handoffs and high-quality outcomes
- Create a scalable foundation for future team growth, with clear role definitions, documentation, and metrics—positioning the function to evolve into a managed group with direct reports
Benefits
- paid time off
- medical/dental/vision insurance
- retirement
- life insurance
- discretionary bonus
- production compensation
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What This Job Offers
Job Type
Full-time
Career Level
Manager
