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Client Specialist
2 months ago
Job Description
We are looking for a Client Specialist to join Bernstein's Private Wealth Management team to support the onboarding of clients across all 19 domestic offices. This dynamic role will require candidates to work closely with our internal teams with a specific focus on opening new accounts. This is an exciting and challenging opportunity to partner with Financial Advisors and Private Wealth Associates to handle all aspects of onboarding new high net worth clients. Specialists will walk internal partners through the opening process to complete the required documentation and share their expertise about various types of entities to ensure an exceptional client experience.
Client Specialists will:
Partner with internal business partners in the onboarding of new clients in Private Wealth Management at Bernstein. The Client Specialist will onboard and provide service and support functions to set up new accounts by facilitating the coordination of all aspects of the account creation process.
Partner with Private Wealth Associates on all aspects of the onboarding process to ensure superior client service throughout the process, all client's first interaction with the firm.
Facilitate the coordination of the transfer of assets from other firms to Bernstein through proactive and diligent review of our transfer process.
Coordinate with team members in our Legal and Compliance Departments to handle any documentation related account opening items and obtain final approval of new accounts.
Job Qualifications
Applicants should have a bachelor's degree and possess experience working in client service. Candidates should be client-focused, proactive and creative thinkers, and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere. They should also possess strong interpersonal and communication skills (both written and verbal) and an ability to build internal and external relationships.
Location
Nashville, TN
Equal Employment Opportunity Employer
People of color, women, and LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation. Gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.
How to Apply
Please apply through the AB Careers website at www.abglobal.com/careers. Click the
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