Private Wealth Client Services Manager

AllianceBernstein; San Diego (CA); On-site; USD 108,000 - 117,000; Full time

Job summary

Bernstein Private Wealth Management in San Diego, CA seeks a Manager of Client Services to lead the sales support and client service functions for the local Private Wealth team.

Responsibilities include recruiting, developing and managing multiple teams of Associates and Coordinators, ensuring service excellence, implementing department policies and risk management, and collaborating with portfolio management, legal and operations to drive client outcomes.

Qualifications

• Bachelor’s degree and Series 7 license.
• 3+ years managerial experience.
• Knowledge of the Private Wealth Management business.

Responsibilities

• Recruit, develop and manage multiple teams of Associates and Coordinators responsible for the support function of Financial Advisors and their clients.
• Drive a positive culture through hands-on engagement with teams in areas such as investment knowledge, career development and feedback.
• Partner with the Managing Directors and Financial Advisors to ensure continuity of business and client service excellence.
• Implement procedures and department policies with teams.
• Liaise with leadership in other business units to drive results for clients.
• Serve as a resource to Financial Advisors and teams regarding service-related inquiries and exceptions.
• Manage operational, firm and client risk through due diligence and effective communication.
• Review and approve various transactions and exceptions.
• Oversee resource distribution and headcount.

Skills

Interpersonal skills

Leadership

Communication

Teamwork

Education

Bachelor’s degree

Series 7 license

Job description

Bernstein Private Wealth Management in San Diego, CA seeks a Manager of Client Services to lead the sales support and client service functions for the local Private Wealth team.

Responsibilities include recruiting, developing and managing multiple teams of Associates and Coordinators, ensuring service excellence, implementing department policies and risk management, and collaborating with portfolio management, legal and operations to drive client outcomes.