Wealth Client Services Coordinator

AllianceBernstein L.P.; Los Angeles (CA); Hybrid; USD 75,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation

Retirement plan matching

Health & wellness benefits

Flexible time off

Hybrid work model

Mentoring programs

Job summary

Bernstein Private Wealth Management in Los Angeles is seeking an Administrative Assistant to partner with Wealth Advisors and Management. You will prepare presentations, coordinate client meetings, manage calendars, and handle a range of administrative tasks to support client service and business growth.

The role requires 1+ year of experience in corporate admin, strong communication, and proficiency in Microsoft Office; Salesforce is a plus.

Qualifications

• 1+ year of administrative or executive support experience in a corporate setting.
• Strong verbal and written communication skills.
• Excellent time management and organizational abilities.
• Client-focused mindset with attention to detail.
• Proficient in Microsoft Office; Salesforce experience preferred.

Responsibilities

• Prepare and organize presentations, meeting materials, and reports for advisor meetings.
• Set up and coordinate on-site client meetings with hospitality.
• Manage calendars and schedule meetings, balancing preferences.
• Serve as the primary point of contact for client inquiries and admin requests.
• Proactively communicate with advisors about priorities and changes.
• Build relationships with clients and their professionals, delivering responsive service.
• Collaborate with teammates and internal partners to support goals.
• Coordinate office events, strategy calls, and logistics.
• Handle general office tasks: supplies, facilities, travel planning.
• Answer calls and support reception; data entry and tracking for initiatives.

Skills

Administrative experience

Microsoft Office

Salesforce

Communication

Time management

Client-focused

Tools

Salesforce

Job description

Bernstein Private Wealth Management in Los Angeles is seeking an Administrative Assistant to partner with Wealth Advisors and Management. You will prepare presentations, coordinate client meetings, manage calendars, and handle a range of administrative tasks to support client service and business growth.

The role requires 1+ year of experience in corporate admin, strong communication, and proficiency in Microsoft Office; Salesforce is a plus.