Opportunity Description
**Position Overview:**
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
**Experience & Skills Qualifications:**
+ Bachelor’s degree, B.S or B.A.
+ 1-3 years’ experience in the securities industry
+ Broker Dealer/Advisor Operations and/or Client Service
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
**Experience & Skills Qualifications:**
+ Bachelor’s degree, B.S or B.A.
+ 1-3 years’ experience in the securities industry
+ Broker Dealer/Advisor Operations and/or Client Service
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