Private Wealth Associate: Client Service & Analytics

AllianceBernstein L.P.

Stamford (CT)

On-site

USD 80,000 - 86,000

Full time

14 days+

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Benefits offered by this job

Health insurance
Employee wellness program
Retirement savings plan
Paid holidays
Sick and vacation time off

Job summary

AllianceBernstein L.P. in Stamford, Connecticut is hiring for a Private Wealth Associate. This role focuses on client service, collaborating with Advisors to provide personalized wealth management solutions. Associates will undergo a comprehensive training program aimed at developing the skills needed for success in the financial services industry.

Ideal candidates possess strong analytical skills, thrive in fast-paced environments, and hold a Bachelor’s degree. The position offers a competitive salary range of $80,000 to $86,000, along with various benefits including health insurance and retirement plans.

Qualifications

  • Strong analytical and communication skills (both written and verbal).
  • Accomplished team players who thrive in a rigorous environment.
  • Client-focused with a strong ability to multi-task.

Responsibilities

  • Collaborate with senior professionals to fuel career success.
  • Partner with Financial Advisors to build their business.
  • Build relationships with clients to support their needs.
  • Provide world-class customer service.

Skills

Analytical skills
Communication skills
Teamwork
Client-focused
Detail-oriented

Education

Bachelor's degree

Tools

Microsoft Word
Microsoft Excel

Job description

AllianceBernstein L.P. in Stamford, Connecticut is hiring for a Private Wealth Associate. This role focuses on client service, collaborating with Advisors to provide personalized wealth management solutions. Associates will undergo a comprehensive training program aimed at developing the skills needed for success in the financial services industry.

Ideal candidates possess strong analytical skills, thrive in fast-paced environments, and hold a Bachelor’s degree. The position offers a competitive salary range of $80,000 to $86,000, along with various benefits including health insurance and retirement plans.

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