Wealth Management Associate: Client Services & Analytics

Bernstein Private Wealth Management; Los Angeles (CA); On-site; USD 76,000 - 88,000; Full time

Job summary

Bernstein Private Wealth Management in Los Angeles is seeking an Associate for its Associate Development Program, focusing on client service and portfolio analysis to support Financial Advisors in growing their business.

You will build relationships with clients and prospects, assist with meeting preparation, and participate in a comprehensive training program covering trusts, estates, wealth planning, and investment management philosophies.

Qualifications

• Strong analytical and communication skills with ability to build relationships.
• Accomplished team player who thrives in a rigorous and challenging environment.
• Client-focused and detail-oriented with ability to multi-task and work under pressure.

Responsibilities

• Collaborate with senior professionals to fuel career success.
• Partner with Financial Advisors to build their business and provide service and support such as portfolio analysis, account creation and maintenance, and meeting prep.
• Build relationships with clients and prospects to support servicing needs.
• Strive to provide world-class customer service and support.

Skills

analytical skills

communication skills

relationship building

team player

proficiency in Word and Excel

Education

Bachelor's degree

Tools

Word

Excel

Job description

Bernstein Private Wealth Management in Los Angeles is seeking an Associate for its Associate Development Program, focusing on client service and portfolio analysis to support Financial Advisors in growing their business.

You will build relationships with clients and prospects, assist with meeting preparation, and participate in a comprehensive training program covering trusts, estates, wealth planning, and investment management philosophies.