Private Wealth Client Services Manager

AllianceBernstein L.P.; Los Angeles (CA); On-site; USD 114,000 - 124,000; Full time

Job summary

Bernstein Private Wealth Management in Los Angeles seeks a Manager of Client Services to lead the client services and sales support for the Private Wealth Management office. The role entails overseeing multiple teams, ensuring service excellence, and coordinating with Wealth Advisors.

The ideal candidate will have a Bachelor's degree, a Series 7 license, and at least 3+ years of managerial experience, with strong leadership and communication skills to drive a high-performing culture.

Qualifications

• Knowledge of Private Wealth Management services and procedures.
• Strong interpersonal, communication and leadership abilities.
• Ability to work independently under pressure and as part of a team.

Responsibilities

• Recruit, develop and manage multiple teams of Associates and Coordinators.
• Drive a positive culture through hands-on engagement with teams.
• Partner with Managing Directors and Wealth Advisors to ensure service excellence.
• Implement department procedures and policies with teams.
• Liaise with leadership in other units to drive client results.
• Serve as a resource for service-related inquiries and exceptions.
• Review and approve various transactions and exceptions.
• Oversee resource distribution and headcount.

Skills

Leadership

Interpersonal skills

Communication skills

Teamwork

Under pressure

Education

Bachelor's degree

Series 7 license

Job description

Bernstein Private Wealth Management in Los Angeles seeks a Manager of Client Services to lead the client services and sales support for the Private Wealth Management office. The role entails overseeing multiple teams, ensuring service excellence, and coordinating with Wealth Advisors.

The ideal candidate will have a Bachelor's degree, a Series 7 license, and at least 3+ years of managerial experience, with strong leadership and communication skills to drive a high-performing culture.