Estate Administration Specialist – Private Wealth

AllianceBernstein L.P.; Nashville (TN); On-site; USD 75,000 - 105,000; Full time

Job summary

Bernstein Private Wealth Management is seeking an Associate to join the Estate Administration Team in Nashville, TN. You will lead client and team meetings and coordinate estate-related transactions, working with internal partners to ensure a smooth client experience through a challenging life transition.

The role offers exposure to a national estate administration initiative, opportunities for certifications, and collaboration with sales and service teams across the country.

Qualifications

• Bachelor’s degree required.
• Experience in private wealth or estate services is preferred.
• Strong interpersonal, communication, and leadership skills.
• Ability to lead conversations with clients during emotional life events.
• Independent work style under pressure and as part of a team.

Responsibilities

• Lead client and support team meetings to discuss estate administration requirements and timelines.
• Coordinate client authorization and execute estate-related transactions (opens/closes, transfers, distributions, allocations, basis updates).
• Research deceased clients’ Bernstein accounts and map out next steps in estate administration.

Skills

Estate Administration

Private Wealth

Client Communication

Leadership

Team Coordination

Education

Bachelor's degree

Job description

Bernstein Private Wealth Management is seeking an Associate to join the Estate Administration Team in Nashville, TN. You will lead client and team meetings and coordinate estate-related transactions, working with internal partners to ensure a smooth client experience through a challenging life transition.

The role offers exposure to a national estate administration initiative, opportunities for certifications, and collaboration with sales and service teams across the country.