Client Service Operations Manager, Neuberger Wealth

Neuberger Berman•New York, NY

1d•Onsite

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.

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
Support onboarding and account opening, coordinating money movements and account maintenance, and responding to client requests with a high-touch approach and strong follow-through.