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Job description
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
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.
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
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.