Senior Analyst - Neuberger Wealth Operations
Neuberger Berman•New York, NY
•$65,000 - $80,000•Onsite
About The Position
The Neuberger Wealth Operations team supports our Wealth Management business, specifically focusing on account opening and maintenance, and document driven workflows. The team is focused on providing high level client service to the Wealth Management and Client Service teams it supports, while working in a team oriented, high volume, and demanding environment.
Requirements
- Bachelor’s degree, B.S or B.A.
- 1-3 years’ experience in the securities industry
- Broker Dealer/Advisor Operations and/or Client Service Account Opening/Maintenance workflow experience
- Strong working knowledge of Excel
- Excellent written and verbal communication skills and able to demonstrate professional manner and poise working closely with Client Administrators, Wealth Managers, peers, and clearing/custody providers
- Strong attention to detail and capable of working in a demanding high-volume atmosphere
- Self-starter and capable of multi-tasking
- 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.
Responsibilities
- Reconciliation of daily breaks between Neuberger and custodian including: Householding Account closures and balances Daily Tax certification Tax Methodology breaks
- Review and disposition document driven requests via in-house workflow tool
- Action account maintenance requests
- Third Party Data Feed Review and Setup
Benefits
- paid time off
- medical/dental/vision insurance
- retirement
- life insurance
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What This Job Offers
Job Type
Full-time
Career Level
Senior
