About this role
Client Associate / Senior Client Associate - Neuberger Wealth at Nb. Location: San Francisco, California, United States. Role: open accounts, update records, liaise with Requirements: 2+ years client service in financial services; undergraduate degree; SIE, Series 7 and 66 licenses; Salesforce and MS Office experience beneficial. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Microsoft Office Certifications: sie, series 7, series 66, salesforce (), ms office () Commitment: Full Time Workplace: Onsite Languages: English