Private Wealth Associate: Client Service & Growth

AllianceBernstein L.P.; Boston (MA); On-site; USD 76,000 - 82,000; Full time

Benefits offered by this job

ADP Training

One-on-one coaching

Career development

Job summary

Bernstein Private Wealth Management, part of AllianceBernstein, is seeking Associates for its Development Program. The role blends client service with advisory collaboration to provide portfolio analysis, account setup, and meeting prep for high-net-worth clients.

The ADP offers rigorous training in trusts, wealth planning, investment philosophies, and professional skills development, with structured coaching and career management to help you advance within the firm.

Qualifications

• People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships.
• Accomplished team players who thrive in a rigorous and challenging environment.
• Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere.
• Individuals who have a bachelor's degree with excellence in academics and strong leadership experience.
• Proficiency in Word and Excel are required.
• Desired Qualifications 1-2 years client service experience, financial services industry experience a plus.

Responsibilities

• Collaborate and network with senior professionals throughout the firm to fuel career success.
• Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation.
• Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs.
• Strive to provide a world-class level of customer service and support.

Skills

Analytical skills

Communication skills

Team player

Client-focused

Bachelor's degree

Leadership experience

Word & Excel

Education

Bachelor's degree with excellence

Tools

Microsoft Word

Microsoft Excel

Job description

Bernstein Private Wealth Management, part of AllianceBernstein, is seeking Associates for its Development Program. The role blends client service with advisory collaboration to provide portfolio analysis, account setup, and meeting prep for high-net-worth clients.

The ADP offers rigorous training in trusts, wealth planning, investment philosophies, and professional skills development, with structured coaching and career management to help you advance within the firm.