Analyst/Associate, Centralized Business Services

As an Analyst/Associate at Neuberger Berman, your key responsibilities will include providing onboarding support for new clients, managing account setups, and processing maintenance requests while also collaborating with various teams to ensure a seamless client experience. You will address inquiries from Private Wealth Teams and assist with documentation to enhance service delivery.

To excel in the Analyst/Associate role at Neuberger Berman, candidates should possess an undergraduate degree and relevant financial services industry experience. While SIE, Series 7, and 66 licenses are preferred, the ability to obtain these certifications is also considered. Strong communication skills, attention to detail, and proficiency in MS Office are essential.

The salary range for the Analyst/Associate position at Neuberger Berman is between $55,000 and $80,000. This range reflects what the company believes will be paid at the time of posting but could vary based on various factors including experience, qualifications, and organizational needs.

Success as an Analyst/Associate at Neuberger Berman hinges on strong organizational and multitasking skills, excellent communication abilities, and a professional presence. Attention to detail is crucial, as is the ability to prioritize tasks effectively in a fast-paced environment.

Neuberger Berman is committed to employee development. As an Analyst/Associate, you'll have opportunities for professional development that may include obtaining necessary licenses and participating in ad hoc projects, which can assist in building skills and advancing your career.

When answering, provide specific examples of how you've successfully onboarded clients in previous roles. Highlight your attention to detail and your familiarity with KYC documentation and client communication.

Explain your strategy for prioritizing workload, like using task management tools or creating daily to-do lists. Mention how you've adapted to changing circumstances and maintained efficiency.

Discuss your methods for double-checking documents and your routine for quality control before submission. Providing an example from past experiences will illustrate your point effectively.

Talk about your approach to client service, emphasizing your active listening skills, empathy, and how you've resolved issues promptly in previous positions.

List the tools you are proficient in, especially Excel and other financial software, and give examples of how you've utilized them for data analysis or documentation in your previous roles.

Outline a specific scenario where you identified suspicious activity and the measures you took to mitigate that risk. This will demonstrate your vigilance and problem-solving skills.

Research and explain Neuberger Berman’s approach to wealth management, their philosophy, and unique services they offer to clients, showcasing your genuine interest in the company.

Emphasize the importance of confidentiality in financial services, and provide examples of how you've ensured the protection of sensitive client information in previous roles.

Share your passion for client service. Explain what drives you to provide excellent service, perhaps citing a rewarding experience that highlighted the importance of building trust with clients.

Discuss your strategies for keeping abreast of industry changes, such as attending workshops, subscribing to relevant publications, or participating in professional associations.