Senior Analyst - Neuberger Wealth Operations

Neuberger; New York (NY); On-site; USD 65,000 - 80,000; Full time

Job summary

Neuberger’s Wealth Operations team supports our Wealth Management business, focusing on account opening and maintenance and document-driven workflows. The team provides high-level client service in a high-volume, demanding environment and collaborates with Client Service, Wealth Managers, and clearing/custody providers.

The role requires strong Excel skills, excellent communication, and meticulous attention to detail.

Qualifications

• Strong working knowledge of Excel.
• Excellent written and verbal communication; professional demeanor.
• Strong attention to detail in a high-volume environment.
• Self-starter with ability to multi-task.

Responsibilities

• Reconciliation of daily breaks between Neuberger and custodian including householding, account closures and balances.
• Daily Tax certification and 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.

Skills

Excel

Communication

Attention to detail

Multi-tasking

Job description

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.

Primary 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

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.

The salary range for this role is $65,000-$80,000. 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 [e-mail].

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