Senior Analyst - Neuberger Wealth Operations at Neuberger Berman Europe Ltd

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Oct, 26

Salary

80000.0

Posted On

03 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Reconciliation, Account Maintenance, Excel, Written Communication, Verbal Communication, Attention To Detail, Multi-tasking, Client Service, Securities Industry Knowledge

Industry

Financial Services

Description

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: Bachelor’s 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 $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 onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

The role focuses on the reconciliation of daily breaks between Neuberger and custodians, including account closures and tax certifications. It also involves managing document-driven requests and account maintenance via in-house workflow tools.