Wealth Management Associate: Client Service & Growth

AllianceBernstein L.P.; Los Angeles (CA); On-site; USD 76,000 - 82,000; Full time

Job summary

AllianceBernstein L.P. in Los Angeles seeks an Associate Development Program participant for Bernstein Private Wealth Management.

You will collaborate with Financial Advisors to deliver asset allocation guidance, portfolio analysis, and wealth planning support for high-net-worth clients. The program provides in‑depth training on trusts, estates, wealth planning, and investment management philosophies, with emphasis on client service excellence and professional skill-building.

Qualifications

• Strong analytical and communication skills and an ability to build relationships.
• Excellent team player who thrives in a rigorous and challenging environment.
• Client‑focused and detail‑oriented with the ability to multi‑task and work under pressure in a fast‑paced atmosphere.
• Bachelor’s degree with excellence in academics and strong leadership experience.
• Proficiency in Microsoft Word and Excel.
• Desired: 1‑2 years of client service experience; financial services industry experience a plus.

Responsibilities

• 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.

Skills

Analytical skills

Communication skills

Team player

Client service

Microsoft Word

Microsoft Excel

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft Excel

Job description

AllianceBernstein L.P. in Los Angeles seeks an Associate Development Program participant for Bernstein Private Wealth Management.

You will collaborate with Financial Advisors to deliver asset allocation guidance, portfolio analysis, and wealth planning support for high-net-worth clients. The program provides in‑depth training on trusts, estates, wealth planning, and investment management philosophies, with emphasis on client service excellence and professional skill-building.