Wealth Management Associate — Client Service & Growth

Bernstein Private Wealth Management; Denver (CO); Sur place; USD 68 000 - 79 000; Plein temps

Résumé du poste

Bernstein Private Wealth Management in Denver, CO is seeking a client service professional to join the Associate Development Program (ADP). You will support Financial Advisors with portfolio analysis, account setup, and meeting prep, while building lasting client relationships.

The program focuses on wealth planning, trusts & estates, investment management philosophies, and client service excellence, with a clear path toward senior roles within the Private Wealth Management platform.

Qualifications

• Bachelor's degree with excellence in academics.
• Strong analytical and communication skills.
• Ability to multi-task and work under pressure.
• Proficiency in Word and Excel.

Responsabilités

• Collaborate and network with senior professionals throughout the firm to fuel career success.
• Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
• Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs
• Strive to provide a world-class level of customer service and support

Connaissances

Analytical skills

Communication skills

Relationship-building

Client-focused

Formation

Bachelor's degree with excellence in academics

Outils

Word

Excel

Description du poste

Bernstein Private Wealth Management in Denver, CO is seeking a client service professional to join the Associate Development Program (ADP). You will support Financial Advisors with portfolio analysis, account setup, and meeting prep, while building lasting client relationships.

The program focuses on wealth planning, trusts & estates, investment management philosophies, and client service excellence, with a clear path toward senior roles within the Private Wealth Management platform.