Senior Analyst - Neuberger Wealth Operations
Compensation
$65k – $80k /yr
Employment type
Full-time
Work setting
On-site
Location
New York, NY
Schedule
Day shift
Posted
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Job overview
The Senior Analyst - Neuberger Wealth Operations is an onsite role based in New York, NY, with a salary range of $65,000–$80,000 USD per year. This position supports the Wealth Management business by focusing on account opening, maintenance, and document-driven workflows. This role exists to provide high-level client service to Wealth Management and Client Service teams. The analyst will handle daily reconciliations, process account maintenance requests, and manage document-driven workflows in a high-volume environment.
What you'll do
- Reconcile daily breaks between Neuberger and custodians
- process account maintenance requests
- review and disposition document-driven requests
- set up third-party data feeds.
What we're looking for
- Skills & competencies
- full-timeday shiftnew york nyneubergersenior analystwealth operationsaccount maintenancereconciliationonsiteno on-callno travel
- Work arrangement
- Weekend coverage required
Benefits & perks
- Paid time off, medical/dental/vision insurance, retirement, life insurance.
Why this role
Operational role focused on account maintenance and reconciliation in a wealth management setting.
About the employer
Neuberger is hiring for this role. Industry: Trusts, Estates, and Agency Accounts. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Trusts, Estates, and Agency Accounts
- Occupation code
- 13-1111.00
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Listing ID: 4fea0df7-8580-4a16-ba1f-bb998d3b5df8