Private Wealth Associate: Client Service & ADP Training

AllianceBernstein; Los Angeles (CA); On-site; USD 76,000 - 88,000; Full time

Job summary

Bernstein Private Wealth Management, a premier investment management firm, seeks an Associate for its Associate Development Program in Los Angeles. You will collaborate with Financial Advisors to support portfolio analysis, account creation and meeting preparation for high-net-worth clients.

The program offers rigorous training in trusts, wealth planning, investment management, and professional skills development, with a clear path toward leadership roles within the Private Wealth Management

Qualifications

• Strong analytical and communication skills with the ability to build relationships.
• Accomplished team players who thrive in a rigorous and challenging environment.
• Client-focused and detail-oriented with the ability to multi-task in a fast-paced atmosphere.

Responsibilities

• Collaborate with senior professionals to fuel career success.
• Partner with Financial Advisors to support business development and client servicing.
• Build relationships with clients and prospects to understand servicing needs.
• Provide world-class customer service and support.

Skills

Analytical skills

Communication skills

Team player

Client-focused

Leadership experience

Education

Bachelor's degree with excellence in academics

Tools

Word

Excel

Job description

Bernstein Private Wealth Management, a premier investment management firm, seeks an Associate for its Associate Development Program in Los Angeles. You will collaborate with Financial Advisors to support portfolio analysis, account creation and meeting preparation for high-net-worth clients.

The program offers rigorous training in trusts, wealth planning, investment management, and professional skills development, with a clear path toward leadership roles within the Private Wealth Management