Wealth Client Service Transformation Analyst

Neuberger Berman Group LLC; New York (NY); On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

Paid time off

Medical/dental/vision insurance

Retirement contributions

Discretionary bonus

Job summary

Neuberger Berman Group LLC is looking for a Business Analyst to spearhead process improvement and operational excellence initiatives in New York. This role is pivotal in enhancing efficiencies across the Client Service journey and requires a strategic thinker with a solid background in Wealth Management. The position emphasizes strong analytical skills and the ability to implement improvement strategies.

Ideal candidates will possess a blend of leadership, communication, and conceptual skills, with 5+ years of relevant experience and a Bachelor’s degree in a related field. A comprehensive benefits package is included.

Qualifications

• 5+ years of experience in Wealth Management / Private Banking.
• Direct experience with client service or business analysis.
• Ability to operate independently and make decisions.

Responsibilities

• Own and enhance all aspects of the Client Service journey.
• Drive all aspects of technology enablement in the Client Service space.
• Establish and track SLAs and KPIs.

Skills

Process mapping

Workflow analysis

Operational efficiency

Automation technologies

Change management

Education

Bachelor's degree in Business Administration or related field

Tools

Digital transformation tools

Job description

Neuberger Berman Group LLC is looking for a Business Analyst to spearhead process improvement and operational excellence initiatives in New York. This role is pivotal in enhancing efficiencies across the Client Service journey and requires a strategic thinker with a solid background in Wealth Management. The position emphasizes strong analytical skills and the ability to implement improvement strategies.

Ideal candidates will possess a blend of leadership, communication, and conceptual skills, with 5+ years of relevant experience and a Bachelor’s degree in a related field. A comprehensive benefits package is included.