Senior Analyst Neuberger Wealth Operations

Position Overview:

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

Experience & Skills Qualifications:

• Bachelors 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.

Compensation Details

The salary range for this role is $65000-$80000. 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 employees 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.

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 .

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