Analyst/associate - Centralized Business Services

Neuberger Berman Group

Base: $60,000-$80,000; bonus/equity: discretionary...
Hybrid
Coordinate with private wealth management teams
Process kyc data gathering and review
Establish new accounts for clients
The Associate will partner with Compliance, Business Control, and Operations to ensure a highly efficient and rewarding client experience

Job Summary

  • The Associate will partner with Compliance, Business Control, and Operations to ensure a highly efficient and rewarding client experience.
  • Responsibilities include establishing new accounts, processing account maintenance requests, and addressing internal or external client service inquiries.
  • The role offers a comprehensive benefits package including paid time off, medical/dental/vision insurance, retirement, and life insurance.

Matching Summary

The Associate will partner with Compliance, Business Control, and Operations to ensure a highly efficient and rewarding client experience.

Salary

Base: $60,000-$80,000; Bonus/Equity: Discretionary bonus eligible; Benefits: Comprehensive package including PTO, medical, dental, vision, retirement, and life insurance

Skills & Requirements

Must-have

  • Coordinate with Private Wealth management teams
  • Process KYC data gathering and review
  • Establish new accounts for clients
  • Resolve client service inquiries timely
  • Identify suspicious activity to mitigate risk

Nice-to-have

  • Strong written and verbal communication skills
  • Well organized with excellent attention to detail
  • Ability to prioritize workload effectively
  • Proficient PC skills including MS Office
  • Professional presence with client service focus

Key Requirements

  • Undergraduate degree required
  • Series 7 and 66 licenses or ability to complete
  • Authorized to work in the United States without sponsorship

Work Rights

Must be authorized to work in the US without sponsorship

Tailored Resume

Cover Letter