Private Wealth Associate: Client Services & Growth

AllianceBernstein

San Francisco (CA)

On-site

USD 86,000 - 92,000

Full time

14 days+

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Job summary

Bernstein Private Wealth Management in San Francisco seeks a talented Associate to support Financial Advisors and deliver client service excellence. You will assist with asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth individuals.

Through the Associate Development Program, you will gain industry training, develop skills in trusts and estates, wealth planning, and client service, with mentorship and progressive career opportunities over approximately

Qualifications

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
Client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
Excellent academic background with a bachelor’s degree 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