UHNW Private Wealth Associate — Client Services Lead

AllianceBernstein

Nashville (TN)

On-site

USD 90,000 - 120,000

Full time

13 days ago

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

AllianceBernstein seeks entrepreneurial UHNW Private Wealth Associates for our Nashville headquarters. You will support client onboarding, servicing, and communications with senior advisors, athletes, and executives, delivering unmatched service across the client lifecycle.

The role emphasizes collaboration with Relationship Managers, deep client engagement, and opportunities to network with senior professionals while developing through fast-paced, client-centric experiences.

Qualifications

  • Bachelor’s degree required and two years of client service experience.
  • Ability to work with UHNW clients and senior leadership in a fast-paced environment.
  • Strong written and verbal communication skills in English; multilingual abilities a plus.

Responsibilities

  • Partner with Relationship Managers to deliver high-level service for UHNW clients.
  • Support client onboarding, servicing, and meeting preparation with attention to detail.
  • Build relationships with clients, representatives, and professional partners.

Skills

Client service
Relationship management
Analytical skills
Communication skills
Word and Excel

Education

Bachelor's degree
SIE
Series 7
Series 63
CFA/CFP/CPWA designation

Tools

Microsoft Word
Microsoft Excel

Job description

AllianceBernstein seeks entrepreneurial UHNW Private Wealth Associates for our Nashville headquarters. You will support client onboarding, servicing, and communications with senior advisors, athletes, and executives, delivering unmatched service across the client lifecycle.

The role emphasizes collaboration with Relationship Managers, deep client engagement, and opportunities to network with senior professionals while developing through fast-paced, client-centric experiences.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

UHNW Private Wealth Associate – Elite Client Services
UHNW Private Wealth Associate – Elite Client Services

AllianceBernstein L.P. • Nashville (TN)

On-site
USD 90,000 - 150,000
Health insurance
Employee wellness program
Life and disability insurance
+3
Ultra-High Net Worth PWM Associate
Ultra-High Net Worth PWM Associate

AllianceBernstein • Nashville (TN)

On-site
USD 90,000 - 120,000
Ultra-High Net Worth PWM Associate
Ultra-High Net Worth PWM Associate

AllianceBernstein L.P. • Nashville (TN)

On-site
USD 90,000 - 150,000
Health insurance
Employee wellness program
Life and disability insurance
+3
Senior Wealth Advisor for UHNW Families & Complex Planning
Senior Wealth Advisor for UHNW Families & Complex Planning

Seven Springs Wealth Group • Brentwood (TN)

On-site
USD 120,000 - 240,000
Health insurance
401(k) with profit sharing
Performance-based bonus
Senior Wealth Advisor for UHNW Families
Senior Wealth Advisor for UHNW Families

Seven Springs Wealth Group LLC • Land Mark (TN)

On-site
USD 150,000 - 210,000
Health insurance
401(k) with profit sharing
Senior Private Wealth Advisor – UHNW Relationship Lead
Senior Private Wealth Advisor – UHNW Relationship Lead

Global Advisers, LLC • Nashua (NH)

On-site
USD 150,000 - 210,000
Senior Private Wealth Advisor: Growth & Strategy
Senior Private Wealth Advisor: Growth & Strategy

The Goldman Sachs Group • Nashville (TN)

On-site
USD 120,000 - 180,000
Senior UHNW Wealth Client Services Lead
Senior UHNW Wealth Client Services Lead

Westwood Holdings Group, Inc. • Houston (TX)

On-site
USD 65,000 - 90,000
UHNW Wealth Client Services Associate
UHNW Wealth Client Services Associate

International Search Consultants • Dallas (TX)

On-site
USD 80,000 - 110,000
Senior Private Wealth Advisor – Hybrid Role
Senior Private Wealth Advisor – Hybrid Role

U.S. Bank • Nashville (TN)

Hybrid
USD 152,000 - 186,000
Healthcare (medical, dental, vision)
401(k) plan
Paid vacation
+2