Job Description
**Position Overview:**
As a member of the Private Wealth Centralized Business Services group, the Analyst/Associate will provide onboarding and business support to Neuberger Berman Private Wealth Teams. The Analyst/Associate will partner with Compliance, Supervision, Business Control and Operations as a point of service contact to ensure highly efficient and rewarding client experience.
**Primary Responsibilities:**
+ Coordinate with Neuberger Berman’s Private Wealth Teams to provide administrative and holistic support services to new and existing clients
+ Review and process requests for fund disbursements, gifting securities, ACATs and DTC transfers
+ 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.
+ Establish new accounts for natural person and...
As a member of the Private Wealth Centralized Business Services group, the Analyst/Associate will provide onboarding and business support to Neuberger Berman Private Wealth Teams. The Analyst/Associate will partner with Compliance, Supervision, Business Control and Operations as a point of service contact to ensure highly efficient and rewarding client experience.
**Primary Responsibilities:**
+ Coordinate with Neuberger Berman’s Private Wealth Teams to provide administrative and holistic support services to new and existing clients
+ Review and process requests for fund disbursements, gifting securities, ACATs and DTC transfers
+ 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.
+ Establish new accounts for natural person and...
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