Private Wealth Associate: Client Strategy & Growth

AllianceBernstein L.P.; Los Angeles (CA); On-site; USD 76,000 - 88,000; Full time

Job summary

Bernstein Private Wealth Management in Los Angeles is seeking an Associate to support Financial Advisors with portfolio analysis, account maintenance, and meeting preparation, helping deliver a high-touch client experience to high-net-worth clients.

The Associate Development Program provides industry training in wealth planning, trusts & estates, investment management philosophies, and professional skills development, with emphasis on client service excellence and collaboration.

Qualifications

• People who possess 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.
• Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere.
• Individuals who have a 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

Team player

Client service focus

Attention to detail

Word and Excel

Education

Bachelor's degree with excellence in academics and leadership experience

Tools

Word

Excel

Job description

Bernstein Private Wealth Management in Los Angeles is seeking an Associate to support Financial Advisors with portfolio analysis, account maintenance, and meeting preparation, helping deliver a high-touch client experience to high-net-worth clients.

The Associate Development Program provides industry training in wealth planning, trusts & estates, investment management philosophies, and professional skills development, with emphasis on client service excellence and collaboration.