Private Wealth Associate: Client Growth & Planning

AllianceBernstein L.P.; New York (NY); On-site; USD 80,000 - 86,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Employee wellness program

Series exams sponsorship

Job summary

Bernstein Private Wealth Management, a premier investment unit, invites energetic associates to join its Associate Development Program (ADP). You'll work with Financial Advisors to build client service and provide portfolio analytics and wealth planning support.

As an ADP Associate, you will receive comprehensive training, collaborate across the firm, and progress toward roles in leadership or advisor tracks within about three years.

Qualifications

• Bachelor's degree with excellence in academics and strong leadership.
• Analytical and communication skills essential.
• Proficiency in Word and Excel required.
• 1-2 years client service experience desirable.

Responsibilities

• Collaborate with senior professionals to fuel career success.
• Partner with Financial Advisors to support servicing and meeting preparation.
• Build relationships with clients and prospective clients to understand and support all servicing needs.
• Provide world-class client service and support.

Skills

Analytical skills

Communication skills

Client service mindset

Team collaboration

Leadership experience

Multi-tasking under pressure

Education

Bachelor's degree

Tools

Word

Excel

Job description

Bernstein Private Wealth Management, a premier investment unit, invites energetic associates to join its Associate Development Program (ADP). You'll work with Financial Advisors to build client service and provide portfolio analytics and wealth planning support.

As an ADP Associate, you will receive comprehensive training, collaborate across the firm, and progress toward roles in leadership or advisor tracks within about three years.