Client Associate

New Yorkonsitejunior$80K – $100K

Posted 2w ago · via Workday

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About this role

Position Overview: The Client Associate is a client-facing role supporting the Quality Equity Group’s mutual fund, institutional and private wealth business. The Client Associate will serve as a primary point of contact for clients, Wealth Mangers, 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 Client Associate will partner closely with Portfolio Management, Operations, Compliance, and Business Controls to ensure a seamless and rewarding client experience.…

Read the full description on 2200 Neuberger Berman Services's site →

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reqspace match rubric

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Level fit

This role is junior-level. We check your trajectory against it.

Domain experience

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Recency

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Location fit

This role is based in New York. We weight your proximity and willingness to relocate.

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