Client Associate
Neuberger
New York, NY0–2 yrs2h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Must know
- Account managementOnboardingOperationsTaxExcelMicrosoft Office
- Work
- On-site in New York
- Pay
- Not stated by the employer.
- Skill demand
- Operations53%Onboarding28%Account management18%Tax11%of 99 similar entry-level jobs posted in the US this week
- Listed
- Oct 27, 2026 · still open
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About the Role
The Client Associate is a client-facing role supporting the Quality Equity Group's institutional and private wealth business. You will be a primary contact for clients and Wealth Managers, providing high-touch service across onboarding, account management, and day-to-day needs. You will also act as backup equity trader when the team's primary trader is unavailable. You will work closely with Portfolio Management, Operations, Compliance, and Business Controls.
Key Responsibilities
- Act as a primary contact for existing and prospective clients, responding promptly, following up diligently, and escalating complex issues as appropriate.
- Work with Neuberger Wealth to service end-client requests.
- Prepare and review client meeting presentations and support materials for team communications.
- Open new individual and entity accounts, including document preparation, KYC review, quality checks, and funding coordination.
- Process account maintenance requests, such as KYC updates, control and interested party changes, and feature changes (check writing, margin, options).
- Review and process disbursements, securities gifting, and transfers accurately and on time.
- Support the client online reporting portal, including setup and ongoing inquiries.
- Fulfill requests for account documents, performance reports, and tax materials.
- Keep client records and activity logs accurate across internal systems.
- Assist with ad hoc team projects.
- Serve as backup equity trader, executing trades in Charles River and Aladdin per portfolio manager direction and firm policies, and monitoring open orders, trade status, and settlements.
- Build working knowledge of the team's equity strategies and client portfolios.
Qualifications
- Bachelor's degree
- 0–2+ years of experience
- SIE, Series 7 and 66 licenses, or ability to obtain them within the firm's timeline
- Excellent written and verbal communication skills, with a professional and warm manner with high-net-worth clients
- Strong organization, attention to detail, and follow-through
- Ability to prioritize multiple tasks in a fast-paced, client-driven environment
- Proficiency in Word, Excel, and PowerPoint
- Collaborative, proactive, and accountable
- Passion for client service, investment excellence, and sustainable business practices