About this role
Client Associate / Senior Client Associate - Neuberger Wealth at Nb. Location: San Francisco, California, United States. Role: Client service, Liaison, Account maintenance Requirements: 2+ years client service in financial services; undergraduate degree with SIE, Series 7 and 66 licenses; Salesforce and CRM experience; strong communication and client servicing skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Salesforce Certifications: sie, series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English