Manager, Client Service

105 AllianceBernstein LP.; 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

We are seeking a Manager of Client Services to join Bernstein's Private Wealth Management office in Los Angeles. This position is responsible for managing all aspects of Los Angeles’s Private Wealth Management sales support and client service functions.

Key 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 (i.e. portfolio management, legal, operations, etc.) 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

Job Qualifications

Ideal candidate should have knowledge of the Private Wealth Management business (services, procedures, etc.). The ideal candidate also:

• Possesses strong interpersonal, communication and leadership skills
• Works well independently under pressure and as part of a team
• Bachelor’s degree and Series 7 license
• 3+ years managerial experience

Desired Qualifications

• Managers must become Series 24 licensed within six months of starting.

Department Description

Bernstein Private Wealth Management ("Bernstein"), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments and foundations, and institutions to help them reach specific financial objectives. Bernstein Private Wealth Management is distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. Bernstein’s integrated approach allows the firm to tailor each client’s portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on AB’s deep research expertise across asset classes and geographies.

Salary Disclosure

In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $114,000 to $140,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, commissions, year-end incentive compensation, and other incentives.

Equal Employment Opportunity Employer

People of color, women, and LGBTQ people are encouraged to apply.

AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.

AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.

Location

Los Angeles, California

Company Culture

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 51 locations operating in 25 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it’s our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you’re producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you’re ready to challenge your limits and empower your career, join us!

AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.

Please be advised that AB does not solicit confidential information from job applicants during the screening process, nor extend job offers without the candidate participating in a series of interviews to be properly considered for an open role. If you receive requests for confidential information, outside of the formal interviewing process even if the person asserts that they represent AB, we encourage you not to reply.