Shareholder Services Senior Analyst

We are seeking a Shareholder Services Senior Analyst to join our Fund Services team. This role is responsible for delivering exceptional client service and transaction support while contributing to daily workflow processes and fund operations.

Responsibilities

Deliver outstanding client service by professionally handling calls emails and work items with accuracy and within established deadlines including support for the Dealer Services Call Center

Assist direct shareholders with account setup maintenance and transaction processing

Process literature requests from prospective and current shareholders

Identify appropriate funds and/or services based on inquiries from prospective and current shareholders

Maintain effective communication and follow-through with the Funds transfer agent

Place outbound calls to shareholders to resolve processing issues and provide requested information

Collaborate with internal teams including portfolio management sales & marketing and legal & compliance to deliver timely and accurate responses to client inquiries

Serve as an escalation point for fellow team members in the absence of management providing guidance on complex inquiries and ensuring continuity of service

Qualifications

Required

Bachelors degree (business-related field preferred)

Excellent written and verbal communication skills

Results-oriented with strong follow-through and a high level of attention to detail

SIE Series 6 and Series 63 licenses with opportunity to obtain the Series 7.

Preferred

Prior experience in financial services sales and/or client service roles

Familiarity with fund operations transfer agency processes or shareholder services

Location: New York City; hybrid with a minimum of two days per week in office.

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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-$75000. 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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