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Client Associate / Senior Client Associate - Neuberger Wealth

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Neuberger
๐Ÿ“ San Francisco, United States
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Location San Francisco
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Posted June 03, 2026
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Commute Local Area
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Job Description

**Position Overview:**

NB Private Wealth is Neuberger Bermanโ€™s direct-to-client wealth and investment management business. Managing $70b+ 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 will deliver comprehensive operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service, maintenance, and growth of the teamโ€™s high-net-worth client base. 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 teamโ€™s success and client satisfaction.

**Primary Responsibilities:**

+ **Client Se...

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๐Ÿ“ Location Details

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City
San Francisco
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Country
United States
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Commute
Local Area

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