UHNW Private Wealth Associate – Elite Client Services

AllianceBernstein L.P.

Nashville (TN)

On-site

USD 90,000 - 150,000

Full time

14 days+

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Benefits offered by this job

Health insurance
Employee wellness program
Life and disability insurance
Retirement savings plan
Paid holidays
Sick and vacation time off

Job summary

AllianceBernstein L.P. in Nashville is seeking an entrepreneurial UHNW PWM Associate to support the UHNW Private Wealth team in the new headquarters.

You will work in client-facing roles serving complex clients both domestically and internationally, gaining exposure to asset allocation advice, portfolio analytics, and estate planning. Ideal candidates hold a bachelor’s degree with 2 years of client-service experience, possess strong analytical and communication skills, and can multi-task under

Qualifications

  • Bachelor's degree required with 2 years of client-service experience.
  • Strong analytical and communication skills, ability to multi-task under pressure.
  • Proficiency in Word and Excel; CFA, CFP or CPWA designations are a plus.

Responsibilities

  • Partner with Relationship Managers to provide top-tier UHNW client service throughout the lifecycle.
  • Interact directly with clients and professionals to support account servicing and meetings.
  • Gain exposure to senior leadership and cross-functional areas including asset allocation and planning.

Skills

Client service
Communication
Analytical thinking
Multi-tasking
Relationship building

Education

Bachelor's degree

Tools

Word
Excel

Job description

AllianceBernstein L.P. in Nashville is seeking an entrepreneurial UHNW PWM Associate to support the UHNW Private Wealth team in the new headquarters.

You will work in client-facing roles serving complex clients both domestically and internationally, gaining exposure to asset allocation advice, portfolio analytics, and estate planning. Ideal candidates hold a bachelor’s degree with 2 years of client-service experience, possess strong analytical and communication skills, and can multi-task under

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