Private Wealth Coordinator: Client Support & Scheduling

AllianceBernstein L.P.; Atlanta (GA); On-site; USD 42,000 - 64,000; Full time

Job summary

Bernstein Private Wealth Management, a unit of AllianceBernstein L.P., is seeking a Private Wealth Coordinator to work with Financial Advisors and clients. The role focuses on coordinating client service, preparing materials, and handling administrative tasks essential to high net worth relationships.

The coordinator will manage communications, calendar activities, and various reporting needs, while supporting the team in a dynamic, trust-based environment.

Qualifications

• 1–2 years of experience as a coordinator, administrative or executive support in a corporate or professional office.
• Excellent verbal and written communication skills for heavy client interaction.
• Effective interpersonal skills and flexibility to adapt to a variety of personalities.
• Strong organizational skills and attention to detail.
• Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment.
• Working knowledge of Microsoft Word, Excel and PowerPoint.

Responsibilities

• Support multiple Financial Advisors.
• Initiate and respond to client requests.
• Answer internal and external telephone calls within your team and while covering the reception desk as necessary.
• Prepare presentations and reports for Advisors’ high net worth clients, prospects and intermediaries.
• Schedule and maintain meetings, appointments and travel plans to effectively manage Advisor’s calendar.
• General administrative duties including writing and editing correspondence, answering phones, contact data maintenance, filing and processing expense reports.
• As tasks are mastered, administrative duties may be supplemented with other projects of increasing responsibility.

Skills

Verbal & written communication

Interpersonal skills

Organizational skills

Education

Bachelor's degree in Financial services

Tools

Microsoft Word

Excel

PowerPoint

Job description

Bernstein Private Wealth Management, a unit of AllianceBernstein L.P., is seeking a Private Wealth Coordinator to work with Financial Advisors and clients. The role focuses on coordinating client service, preparing materials, and handling administrative tasks essential to high net worth relationships.

The coordinator will manage communications, calendar activities, and various reporting needs, while supporting the team in a dynamic, trust-based environment.