Private Wealth Associate: Client Services & Portfolio Analysis

AllianceBernstein

San Francisco (CA)

On-site

USD 86,000 - 92,000

Full time

2 days ago

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Job summary

Bernstein Private Wealth Management, a unit of AllianceBernstein in San Francisco, seeks an Associate to join the ADP and work with Financial Advisors on portfolio analysis, account setup, and client meeting prep. You will network with senior staff and build relationships with clients, delivering high-touch service and contributing to wealth planning and asset allocation discussions.

The program trains you across trusts, estates, investment management philosophies and client service excellence,

Qualifications

Bachelor's degree with excellence in academics and leadership experience.
Strong analytical and communication skills.
Ability to multi-task in a fast-paced environment.
Proficiency in Word and Excel.

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