Wealth Management Client Services Lead

AllianceBernstein L.P.; San Diego (CA); On-site; USD 108,000 - 117,000; Full time

Job summary

Bernstein Private Wealth Management in San Diego, CA is seeking a Manager of Client Services to lead the sales support and client service functions for the local Private Wealth team. You will recruit, develop and manage multiple teams of Associates and Coordinators, while partnering with Managing Directors and Financial Advisors to deliver service excellence.

This role emphasizes leadership, risk management and process improvement, with opportunities to shape client experiences and protect firm

Qualifications

• Knowledge of Private Wealth Management services and procedures.
• Strong interpersonal, communication and leadership skills.
• Bachelor’s degree and Series 7 license; 3+ years managerial experience.

Responsibilities

• Recruit, develop and manage multiple teams of Associates and Coordinators responsible for support function of Financial Advisors and their clients.
• Drive a positive culture through hands-on engagement with teams in areas such as investment knowledge, career development and feedback.
• Partner with the Managing Directors and Financial Advisors to ensure continuity of business and client service excellence.
• Implement procedures and department policies with teams.
• Liaise with leadership in other business units to drive results for clients.
• Serve as a resource to Financial Advisors and teams regarding service-related inquiries and exceptions.
• Manage operational, firm and client risk through due diligence and effective communication.
• Review and approve various transactions and exceptions.
• Oversee resource distribution and headcount.

Skills

Interpersonal skills

Communication skills

Leadership

Education

Bachelor’s degree

Series 7 license

Job description

Bernstein Private Wealth Management in San Diego, CA is seeking a Manager of Client Services to lead the sales support and client service functions for the local Private Wealth team. You will recruit, develop and manage multiple teams of Associates and Coordinators, while partnering with Managing Directors and Financial Advisors to deliver service excellence.

This role emphasizes leadership, risk management and process improvement, with opportunities to shape client experiences and protect firm