Nb
Senior Analyst - Neuberger Wealth Operations
New York, NY · Senior
Work authorization required$65k-$80kDetected 19 days ago
AccessibilityExcelCommunication
About the role
- 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.
Responsibilities
- Review and disposition document driven requests via in-house workflow tool
Requirements
- Bachelor's degree, B.S or B.A.
- 1-3 years' experience in the securities industry
- Strong working knowledge of Excel
- 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.
- Broker Dealer/Advisor Operations and/or Client Service
- Account Opening/Maintenance workflow experience
- 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
Compensation
- 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 job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package.
- 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.
Benefits
- We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
Equal opportunity
- Neuberger is an equal opportunity employer.
- equal opportunity employer.
Visa & Work Authorization
- 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.
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