Private Wealth Associate - Fast-Track Career & Client Impact

Imea; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Bernstein Private Wealth Management seeks an Associate to collaborate with senior professionals and support Financial Advisors in building their business and delivering exceptional client service.

The role emphasizes portfolio analysis, account maintenance, and meeting preparation, with a strong focus on client relationships and service excellence within a leading wealth management platform.

Qualifications

• Strong analytical and communication skills.
• Accomplished team players who thrive in a rigorous and challenging environment.
• Client-focused and detail-oriented with the ability to multi-task and work under pressure in a fast-paced atmosphere.
• Bachelor’s degree with excellence in academics and leadership experience.
• Proficiency in Word and Excel are required.

Responsibilities

• Collaborate with senior professionals to fuel career success.
• Partner with Financial Advisors to build their business and provide service functions such as portfolio analysis and meeting preparation.
• Build relationships with clients and prospective clients to understand servicing needs.
• Strive to provide a world-class level of customer service and support.

Skills

Analytical skills

Communication

Relationship-building

Client service orientation

Multi-task under pressure

Education

Bachelor's degree

Tools

Word

Excel

Job description

Bernstein Private Wealth Management seeks an Associate to collaborate with senior professionals and support Financial Advisors in building their business and delivering exceptional client service.

The role emphasizes portfolio analysis, account maintenance, and meeting preparation, with a strong focus on client relationships and service excellence within a leading wealth management platform.