Client Relationship Manager

3 weeks ago


Washington DC USA, United States AllianceBernstein Holding L.P. Full time
Unlock Opportunities in Private Wealth Management

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we prioritize people and pride ourselves on selecting and developing high-caliber talent.

Role Overview

An Associate in our Private Wealth Management Platform will partner with Financial Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.

The ideal candidate will be a client-focused and detail-oriented individual with strong analytical and communication skills, and an ability to build relationships. Proficiency in Word and Excel is required.

Key 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
Development Opportunities

Associates will participate in a comprehensive training program, The Associate Development Program (ADP), designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success.

The Program includes in-depth industry training, advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies, as well as career management, one-on-one coaching, and specialized skills training.

Qualifications
  • A bachelor's degree with excellence in academics and strong leadership experience
  • 1-2 years client service experience, financial services industry experience a plus
  • Proficiency in Word and Excel required
What We Offer

Bernstein Private Wealth Management offers a competitive base salary range of $74,000 to $79,000, as well as benefits, commissions, year-end incentive compensation, and other incentives. We focus on understanding each individual's strengths and aspirations, personalizing a roadmap for success.

Join us in pursuing insights that unlock opportunities in private wealth management. Learn more at Bernstein.com.


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