Private Wealth Associate: Growth & Client Advisory

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

Job summary

Bernstein Private Wealth Management, a premier unit of AllianceBernstein, seeks an Associate for the ADP to collaborate with advisors, provide portfolio analysis, and support client meeting preparation. You will build relationships with clients and prospects while delivering superior service within a fast-paced environment.

The program offers in-depth training across investments, trusts & estates, wealth planning, and client service excellence, with coaching and career management to advance

Qualifications

• Strong analytical and communication skills with the ability to build relationships.
• Accomplished team players who thrive in a rigorous environment.
• Client-focused and detail-oriented with the ability to multi-task under pressure.
• Bachelor's degree with excellence in academics and leadership experience.
• Proficiency in Word and Excel is required.

Responsibilities

• Collaborate with senior professionals to fuel career success.
• Partner with Financial Advisors to support business and client servicing tasks.
• Build relationships with clients and prospects to support servicing needs.
• Provide world-class customer service and support.

Skills

Analytical skills

Communication skills

Relationship-building

Team player

Client-focused

Attention to detail

Education

Bachelor's degree

Tools

Word

Excel

Job description

Bernstein Private Wealth Management, a premier unit of AllianceBernstein, seeks an Associate for the ADP to collaborate with advisors, provide portfolio analysis, and support client meeting preparation. You will build relationships with clients and prospects while delivering superior service within a fast-paced environment.

The program offers in-depth training across investments, trusts & estates, wealth planning, and client service excellence, with coaching and career management to advance