Private Wealth Associate: Client Services & Analytics

abglobal; Nashville (TN); On-site; USD 50,000 - 65,000; Full time

Job summary

Bernstein Private Wealth Management seeks Associates for its Associate Development Program (ADP) in Nashville. You will collaborate with Advisors to provide client service, portfolio analysis, and meeting preparation, building relationships with clients and prospects.

We seek individuals with strong academic records, leadership experience, and proficiency in Word and Excel, ready to grow within a premier wealth management platform.

Qualifications

• Strong analytical and communication skills (written and verbal).
• Accomplished team players who thrive in a rigorous environment.
• Client‑focused and detail‑oriented with ability to multi‑task under pressure in a fast‑paced atmosphere.
• Bachelor's degree with excellence in academics and strong leadership experience.
• Proficiency in Word and Excel is required.

Responsibilities

• Collaborate with senior professionals to fuel career success.
• Partner with Financial Advisors to build their business and provide service functions such as portfolio analysis, account creation/maintenance, and client/prospect meeting prep.
• Build relationships with clients and prospective clients to understand and support servicing needs.
• Strive to provide world‑class customer service and support.

Skills

Analytical skills

Communication skills

Team player

Multi-tasking under pressure

Education

Bachelor's degree with excellence and leadership

Tools

Microsoft Word

Microsoft Excel

Job description

Bernstein Private Wealth Management seeks Associates for its Associate Development Program (ADP) in Nashville. You will collaborate with Advisors to provide client service, portfolio analysis, and meeting preparation, building relationships with clients and prospects.

We seek individuals with strong academic records, leadership experience, and proficiency in Word and Excel, ready to grow within a premier wealth management platform.