Client Service Operations Manager, Neuberger Wealth

Support Team Kaminsky, one of Neuberger’s largest Private Wealth Management teams, in a “player/coach” role that blends hands-on execution with the design of scalable systems, controls, and operating rhythms to improve speed, accuracy, and client experience.

Responsibilities

• Act as the team’s day-to-day operational quarterback: organize workflows, drive accountability, and ensure consistent execution across client servicing activities.
• Build and implement repeatable processes, templates, checklists, and controls to improve turnaround times, avoid errors, and mitigate operational risk.
• Evaluate current-state workflows, identify bottlenecks and friction points, and implement measurable improvements (e.g., cycle-time reduction, fewer reworks, reduced break frequency).
• Partner closely with firmwide Operations, Compliance, Business Controls, and Technology to enhance tools, workflows, and policies that impact client onboarding and ongoing servicing.
• Become a power user of internal platforms and help the team use technology more effectively through training, standardization, and process redesign.
• Establish service standards and operating rhythms (e.g., daily priorities, weekly pipeline reviews, escalation paths) to improve responsiveness and follow-through.
• Own escalation management for client-impacting operational issues, coordinating rapid resolution, and implementing preventative fixes.
• Lead cross-functional execution for complex/time-sensitive client events (large asset transfers, multi-account onboarding, urgent disbursements), ensuring clean handoffs and high-quality outcomes.
• Create a scalable foundation for future team growth, with clear role definitions, documentation, and metrics—positioning the function to evolve into a managed group with direct reports.
• Remain hands-on in day-to-day client servicing, including onboarding and account opening, coordinating money movements and account maintenance, and responding to client requests with a high-touch approach and strong follow-through.

Requirements

• Bachelor’s degree required.
• 10+ years of experience in private wealth management operations, client service, or a comparable “process + execution” role within financial services.
• SIE, Series 7, and 66 required or ability to obtain within the firm's timeline.
• Demonstrated ability to improve operational performance through systems thinking, strong judgment, and disciplined follow-through.
• Strong understanding of operational risk, documentation standards, and working effectively in a regulated environment.
• Highly organized, detail-oriented, and comfortable managing multiple competing priorities in a fast-paced, client-driven setting.
• Excellent communication skills and the ability to partner across functions and influence without formal authority.
• Strong technology aptitude; comfortable learning platforms quickly and translating needs into practical workflows.
• Authorized to work in the country where the role is located without the need for current or future sponsorship.

Pay

The salary range for this role is $175,000–$225,000. This range reflects the lowest to highest salary the firm in good faith believes it would pay at the time of posting. The final pay position within the range will be based on factors including education, qualifications, certifications, experience, skills, seniority, location, and business needs.

This role is also eligible for a discretionary bonus and production compensation, along with base salary and retirement contributions as part of a total comprehensive package.

Benefits

• Paid time off
• Medical, dental, and vision insurance
• Retirement contributions
• Life insurance
• Other benefits for eligible employees