Private Wealth Associate - Client Services & Growth

Bernstein Private Wealth Management; New York (NY); On-site; USD 80,000 - 86,000; Full time

Job summary

Bernstein Private Wealth Management seeks Associates to support its growth by collaborating with Financial Advisors and delivering high‑quality client service. The role focuses on asset allocation recommendations, portfolio analysis, and wealth planning for high‑net‑worth clients.

Participants join the Associate Development Program (ADP), a structured training path building investment knowledge, quantitative skills, and professional growth with guidance to succeed beyond the Associate role.

Qualifications

• Strong analytical and communication skills and an ability to build relationships.
• Accomplished team players who thrive in a rigorous and challenging environment.
• Client-focused and detail-oriented with the ability to multi-task and work under pressure in a fast-paced setting.
• Bachelor's degree with excellence in academics and strong leadership experience.
• Proficiency in Word and Excel are required.

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

Relationship building

Multi-tasking under pressure

Education

Bachelor’s degree with excellence in academics

Leadership experience

Tools

Word

Excel

Job description

Bernstein Private Wealth Management seeks Associates to support its growth by collaborating with Financial Advisors and delivering high‑quality client service. The role focuses on asset allocation recommendations, portfolio analysis, and wealth planning for high‑net‑worth clients.

Participants join the Associate Development Program (ADP), a structured training path building investment knowledge, quantitative skills, and professional growth with guidance to succeed beyond the Associate role.