Job Description
**Position Overview:**
The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business. The Associate will serve as a primary point of contact for high-net-worth clients, delivering hands-on, high-touch administrative and service support across onboarding, account management, and day-to-day client needs. In addition, this individual will serve as a backup equity trader for the team, stepping in to execute trades in a disciplined and responsible manner when the team's primary trader is unavailable. The Associate will partner closely with Portfolio Management, Operations, Compliance, and Business Controls to ensure a seamless and rewarding client experience.
**Primary Responsibilities:**
+ Serve as a primary service contact for existing and prospective private wealth clients, delivering responsive, high-touch support with strong follow-up and diligent execution
+ Establish new...
The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business. The Associate will serve as a primary point of contact for high-net-worth clients, delivering hands-on, high-touch administrative and service support across onboarding, account management, and day-to-day client needs. In addition, this individual will serve as a backup equity trader for the team, stepping in to execute trades in a disciplined and responsible manner when the team's primary trader is unavailable. The Associate will partner closely with Portfolio Management, Operations, Compliance, and Business Controls to ensure a seamless and rewarding client experience.
**Primary Responsibilities:**
+ Serve as a primary service contact for existing and prospective private wealth clients, delivering responsive, high-touch support with strong follow-up and diligent execution
+ Establish new...