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Client Associate / Senior Client Associate - Neuberger Wealth

📍 Location
San Francisco
⏰ Job Type
Full-time
📅 Posted
June 06, 2026

About the Role

**Position Overview:**

NB Private Wealth is Neuberger Berman’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 team’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 team’s success and client satisfaction.

**Primary Responsibilities:**

+ **Client Se...

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