Analyst/Associate - Centralized Business Services

Neuberger is a financial services company seeking a Private Client Service Associate to provide onboarding and client service support. The role involves coordinating with wealth management teams, addressing client inquiries, and ensuring a rewarding client experience.

Responsibilities

• Coordinate with Neuberge’s Private Wealth management teams to provide administrative and support services to new and existing clients
• Establish new accounts for natural person and entity clients. Duties include: document preparation, KYC data gathering and review, performing quality control check before submission for approval, documentation, account funding and information follow up
• Process account maintenance requests including: KYC updates (name changes, personal data updates, address changes, investment objective updates, etc.), control and interested party updates, and account updates such as margin, check writing, options, etc
• Address internal/external client service inquiries/requests. Resolve issues in a timely manner and escalate complex issues as necessary
• Identify and flag suspicious activity to mitigate risk and prevent fraudulent account behavior and potential fraud exposure
• Review and process requests for fund disbursements, gifting securities, ACATs and DTC transfers
• Provide support for eClient (online reporting portal), including assisting client with initial setup and subsequent general inquiries
• Alternative and Private Equity subscription document and marketing material fulfillment
• Establish and maintain electronic third party data feeds
• Ad hoc projects as assigned by management

Skills

• Undergraduate degree with relevant financial services industry experience
• Series 7 and 66 licenses or the ability to complete
• Proficient PC skills including MS Word, Excel and PowerPoint
• Excellent communication skills both written and verbal
• Professional presence with strong client service skills
• Well organized with excellent attention to detail
• Ability to prioritize workload based on evolving needs and circumstances and manage multiple tasks simultaneously

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retirement
• Life insurance
• Other benefits

Company Overview