Private Wealth Associate — Client Service & Asset Strategy

AllianceBernstein L.P.; Chicago (IL); On-site; USD 68,000 - 73,000; Full time

Job summary

AllianceBernstein L.P. is looking for a Private Wealth Associate in Chicago. This position involves collaborating with Financial Advisors to provide asset allocation recommendations and exceptional client service. The Associate Development Program will equip candidates with vital investment knowledge and client service skills.

Successful candidates will have strong analytical abilities, a Bachelor’s degree, and proficiency in Word and Excel. The salary ranges from $68,000 to $73,000, with additional benefits and incentives.

Qualifications

• 1-2 years client service experience preferred, financial services background a plus.
• Must possess strong analytical and communication skills, ability to build relationships.
• Accomplished team player who thrives in fast-paced and challenging environment.

Responsibilities

• Collaborate with Financial Advisors to provide asset allocation recommendations.
• Build relationships with clients to support their servicing needs.
• Strive to deliver exceptional client support and service.

Skills

Strong analytical skills

Exceptional communication skills

Relationship-building skills

Client-focused

Detail-oriented

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Job description

AllianceBernstein L.P. is looking for a Private Wealth Associate in Chicago. This position involves collaborating with Financial Advisors to provide asset allocation recommendations and exceptional client service. The Associate Development Program will equip candidates with vital investment knowledge and client service skills.

Successful candidates will have strong analytical abilities, a Bachelor’s degree, and proficiency in Word and Excel. The salary ranges from $68,000 to $73,000, with additional benefits and incentives.