Analyst/Associate - Centralized Business Services
Neuberger Berman(20 days ago)
About this role
An Analyst/Associate in the Private Wealth Centralized Business Services group supports Neuberger Berman’s Private Wealth Teams by providing onboarding and business support and serving as a point-of-service liaison with compliance, supervision, business control and operations. The role is focused on delivering a consistent, efficient, and client-focused experience for new and existing private wealth clients.
Required Skills
- Client Onboarding
- Account Maintenance
- KYC
- Documentation Review
- Communication
- Excel
- Multitasking
- Compliance
- Risk Detection
- Account Funding
Qualifications
- Undergraduate Degree
- SIE
- Series 7
- Series 66
About Neuberger Berman
nb.comNeuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.
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