Private Wealth Associate | Elite Training & Client Service

AllianceBernstein L.P.

Denver (CO)

On-site

USD 68,000 - 79,000

Full time

5 days ago

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Benefits offered by this job

Series exams sponsorship

Professional development program (ADP)

Job summary

Bernstein Private Wealth Management is seeking Associates for the Associate Development Program (ADP) in Denver. You will collaborate with Financial Advisors to provide investment guidance, portfolio analysis, and client-focused service as you progress through our structured training and development path.

The ADP includes extensive training on trusts & estates, wealth planning, investment management philosophies, and professional skills.

Qualifications

Bachelor's degree with excellence in academics and strong leadership experience.
Proficiency in Word and Excel are required.
Strong analytical and communication skills are essential.
Ability to multi-task and work under pressure in a fast-paced environment.
1-2 years client service experience, financial services experience a plus.

Responsibilities

Collaborate with senior professionals across 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.