Private Wealth Associate: Client Solutions & Growth

AllianceBernstein L.P.; New York (NY); Sur place; USD 80 000 - 86 000; Plein temps

Avantages offerts par ce poste

Health insurance

Employee wellness program

Life and disability insurance

Retirement savings plan

Paid holidays

Sick leave

Vacation time

Résumé du poste

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth clients. The Associate Development Program (ADP) builds investment knowledge and develops quantitative and qualitative skills for success in client service with Financial Advisors.

Associates collaborate with senior professionals to fuel career growth, support advisors with portfolio analysis and meeting preparation, and build lasting client relationships while delivering world-class service.

Qualifications

• Strong analytical and communication skills (written and verbal) and ability to build relationships.
• Accomplished team players who thrive in a rigorous and challenging environment.
• Client-focused and detail-oriented with ability to multi-task and work under pressure in a fast-paced atmosphere.
• Bachelor's degree with excellence in academics and strong leadership experience.

Responsabilités

• 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.

Connaissances

Analytical skills

Communication skills

Client relationship building

Team player

Multi-tasking

Formation

Bachelor's degree with excellence

Outils

Word

Excel

Description du poste

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth clients. The Associate Development Program (ADP) builds investment knowledge and develops quantitative and qualitative skills for success in client service with Financial Advisors.

Associates collaborate with senior professionals to fuel career growth, support advisors with portfolio analysis and meeting preparation, and build lasting client relationships while delivering world-class service.