Client Services Lead – Private Wealth, LA

AllianceBernstein L.P.; Los Angeles (CA); On-site; USD 114,000 - 140,000; Full time

Benefits offered by this job

Job summary

Bernstein Private Wealth Management is seeking a Manager of Client Services in Los Angeles to oversee the Private Wealth Management sales support and client service functions. You will recruit and develop teams of associates and coordinators, drive a positive culture, and partner with senior advisors to ensure seamless service.

The ideal candidate has a Bachelor’s degree, a Series 7 license, and 3+ years of managerial experience, with six-months to obtain Series 24 licensing.

Qualifications

• Bachelor’s degree and Series 7 license.
• 3+ years managerial experience.

Responsibilities

• Recruit, develop and manage multiple teams of Associates and Coordinators responsible for the support function of Wealth Advisors and their clients.
• Drive a positive culture through hands-on engagement with teams in areas such as investment knowledge, career development and feedback.
• Partner with the Managing Directors and Wealth Advisors to ensure continuity of business and client service excellence.
• Implement procedures and department policies with teams.
• Liaise with leadership in other business units to drive results for clients.
• Serve as a resource to Wealth Advisors and teams regarding service-related inquiries and exceptions.
• Manage operational, firm and client risk through due diligence and effective communication.
• Review and approve various transactions and exceptions.
• Oversee resource distribution and headcount.

Skills

Interpersonal skills

Leadership

Communication

Team management

Education

Bachelor’s degree

Job description

Bernstein Private Wealth Management is seeking a Manager of Client Services in Los Angeles to oversee the Private Wealth Management sales support and client service functions. You will recruit and develop teams of associates and coordinators, drive a positive culture, and partner with senior advisors to ensure seamless service.

The ideal candidate has a Bachelor’s degree, a Series 7 license, and 3+ years of managerial experience, with six-months to obtain Series 24 licensing.