Private Wealth Associate - Client Service & Growth

Bernstein Private Wealth Management; Stamford (CT); On-site; USD 80,000 - 86,000; Full time

Benefits offered by this job

Health insurance

Employee wellness program

Life and disability insurance

Retirement savings plan

Paid holidays, sick, and vacation time

Job summary

Bernstein Private Wealth Management, located in Stamford, Connecticut, seeks an Associate to support Financial Advisors and provide world-class client service.

The ideal candidate will have strong analytical and communication skills, a detailed focus, and a Bachelor's degree. The position offers a salary range of $80,000 to $86,000, along with health insurance, wellness programs, and retirement savings plans.

Join a team dedicated to advising high-net-worth clients and excelling in service excellence.

Qualifications

• 1–2 years of client service experience; financial services industry experience preferred.
• Ability to work under pressure in a fast-paced environment.
• Strong leadership experience and academic excellence.

Responsibilities

• Collaborate with Financial Advisors to provide client service and support.
• Build relationships with clients to understand their needs.
• Participate in a comprehensive training program to develop skills.

Skills

Strong analytical skills

Communication skills

Detail-oriented

Multi-tasking

Client-focused

Education

Bachelor’s degree

Tools

Word

Excel

Job description

Bernstein Private Wealth Management, located in Stamford, Connecticut, seeks an Associate to support Financial Advisors and provide world-class client service.

The ideal candidate will have strong analytical and communication skills, a detailed focus, and a Bachelor's degree. The position offers a salary range of $80,000 to $86,000, along with health insurance, wellness programs, and retirement savings plans.

Join a team dedicated to advising high-net-worth clients and excelling in service excellence.