60 Neuberger Berman Operations Analyst Jobs Hiring Near You

Neuberger Wealth is Neuberger's direct-to-client wealth and investment management business. Managing $80b+ in client assets across 40+ seasoned wealth and investment teams, with access to a deep breadth of customized investment solutions, the platform is truly unique in the industry.

The Client Associate/Senior Client Associate provides dedicated operational and administrative support to a specialized, globally focused Wealth Advisor team. This role is heavily oriented toward private equity operations, document management, and international client coordination. The ideal candidate is detail-oriented, client-friendly, and comfortable working with moderate schedule flexibility to accommodate clients and colleagues across multiple time zones. We are seeking a seasoned professional with exceptional communication and interpersonal skills who possesses a deep understanding of operational processes and workflows. This role offers an opportunity to significantly contribute to the team's success and client satisfaction.

Primary Responsibilities:

• Private Equity & Subscription Support
• Client Documentation & Communication
• Travel & Expense Management
• Account Operations & Maintenance

Experience & Skills Qualifications:

• 4-5 years of proven client service/support or related experience in the financial services industry
• Undergraduate degree required
• SIE, Series 7 and 66 licenses required
• Demonstrated experience with client documentation, form completion, and/or subscription documents — private equity experience a strong plus
• Prior exposure to private equity fund operations, capital call/distribution tracking, or alternative investment platforms preferred
• Experience working with international clients or across global time zones preferred
• Flexibility to adjust working hours as needed to support non-U.S. business activity and client time zones
• Proficiency with Microsoft Office and prior CRM experience preferred, particularly with Salesforce
• Exceptional written and verbal communication skills, with strong interpersonal and client servicing abilities
• Ability to organize, prioritize, manage multiple tasks, and keep the team informed on open items
• Detail-oriented, well-organized, and capable of managing multiple tasks simultaneously
• Ability to adapt to a rapidly changing and fast-paced business environment
• Capable of operating effectively and working under pressure with tight deadlines
• A proactive attitude and ability to work collaboratively

Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $80,000-$100,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.