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Client Associate Jobs in Greenwich, CT (NOW HIRING)

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Client Associate - Neuberger Wealth

New York, NY · On-site

$75K - $85K/yr

The 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 ...

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Client Services Associate

Manhattan, NY · On-site

$150K - $200K/yr

The Opportunity We're looking for a mid-level Financial Advisor / Senior Client Service Associate to join our client-facing team. This is a hybrid role: you'll spend meaningful time on the detailed ...

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All JobsClient Associate JobsClient Associate Jobs in Greenwich, CT

Client Associate information

See Greenwich, CT salary details

$20.8K

$57.2K

$84.8K

How much do client associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for client associate in Greenwich, CT is $57,235.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,900.00 and $69,600.00 per year, depending on experience, location, and employer.

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What are the key skills and qualifications needed to thrive as a client associate?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What job categories do people searching Client Associate jobs in Greenwich, CT look for?

The top searched job categories for Client Associate jobs in Greenwich, CT are:

What cities near Greenwich, CT are hiring for Client Associate jobs?

Cities near Greenwich, CT with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Greenwich, CT as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $57,235 per year, or $27.5 per hour.

Client Associate - Neuberger Wealth

Neuberger Berman Group LLC

New York, NY • On-site

$75K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Key responsibilities

  • Provide ongoing operational support for the team's client base by managing daily transactions and inquiries accurately and within established deadlines.

  • Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients.

  • Perform account maintenance tasks such as opening client accounts, assisting with documentation, and managing account updates.

Job description

Position Overview:
Neuberger Wealth is Neuberger'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 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 Service: Provide ongoing operational support for the team's client base by managing daily transactions and inquiries accurately and within established deadlines, ensuring compliance with firm policies and federal regulations
  • Liaison: Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients
  • Client Support: Offer daily support for the team's client base, including opening client accounts, assisting with required documentation, and performing comprehensive account maintenance tasks
  • Account Maintenance: Perform tasks such as funds disbursements, name/address changes, charitable gifting, ACATS and DTC transfers, cost updates, billing/fees, and client-directed trade orders
  • Client Interaction: Maintain regular and proactive contact with clients regarding new account documents, LOAs, account updates, checks and wires, account performance, trade activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access, etc.
  • Account Monitoring: Oversee account activities including trades, cash flows, debits, margin, tech shorts, performance, transfers, allocations, fees, etc., using various in-house portfolio systems
  • Client Reporting: Provide customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis
  • Data Management: Maintain accurate and detailed client files, account information, and new business pipeline in the Salesforce database
  • Professional Development: Enhance job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations

Experience & Skills Qualifications:
  • 2+ years of proven client service/support or related experience in the financial services industry
  • An undergraduate degree and Series 7 and 66 licenses (required within the first 180 days)
  • Additional certifications such as MBA, CFA, CFP, or CIMA are beneficial but not required
  • Proficiency with Microsoft Office and prior CRM experience preferred, particularly with Salesforce
  • Broad knowledge of Wealth Management, financial products, and services
  • Exceptional written and verbal communication skills, with strong interpersonal and client servicing abilities
  • Ability to organize, prioritize, manage multiple tasks, and keep the team informed on open items
  • Detail-oriented, well-organized, and capable of managing multiple tasks simultaneously
  • Ability to adapt to a rapidly changing and fast-paced business environment
  • Capable of operating effectively and working under pressure with tight deadlines
  • A proactive attitude and ability to work collaboratively

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
Compensation Details
The salary range for this role is $75,000-$85,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
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