Wealth Operations Analyst: Accounts & Reconciliation

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

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.