Elite Client Service Associate
7 days ago
Bernstein Private Wealth Management, a leading investment management firm, seeks driven professionals to join our team as Elite Client Service Associates. As an industry leader in wealth management, we prioritize developing high-caliber talent and offer unparalleled career growth opportunities.
About the Role
As a key member of our client service team, you will collaborate with senior professionals to build relationships, provide exceptional client service, and contribute to the growth of our Private Wealth Management Platform. Your responsibilities will include:
- Partnering with Financial Advisors to develop business strategies and provide support functions such as portfolio analysis and client meeting preparation.
- Building strong relationships with clients and prospects to understand their needs and deliver tailored solutions.
- Providing world-class customer service and support to drive client satisfaction.
Our Comprehensive Development Program
You will participate in our comprehensive training program, designed to equip you with the knowledge and skills necessary to succeed in this role. The program includes:
- In-depth industry training on proprietary investments, services, policies, and procedures.
- Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies.
- Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role.
What We Offer
We offer a competitive salary of $75,000 - $100,000 per year, depending on experience, and a range of benefits including professional development opportunities, flexible work arrangements, and a collaborative work environment.
Requirements
To be successful in this role, you will need:
- A bachelor's degree with excellent academic credentials.
- Strong analytical and communication skills, with the ability to build relationships and work effectively in a team environment.
- Proficiency in Microsoft Word and Excel.
About Us
Bernstein Private Wealth Management is a business unit of AllianceBernstein, a global investment manager with over 700 billion in assets under management. Our people are our strength, and we pride ourselves on fostering a culture of collaboration, innovation, and excellence.
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