AllianceBernstein→
Private Wealth Associate at AllianceBernstein in New York, NY
Entry LevelOn-siteFull-timeNew York, NY$80k–$86k/yr
Skills
analytical skillsclient service experiencewordexcelmulti-taskingleadership experience
Job Description
Summary: AllianceBernstein is a premier investment management firm advising high-net-worth clients. The Private Wealth Associate role involves collaborating with Financial Advisors to provide asset allocation recommendations, portfolio analytics, and exceptional client service support.
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
Required Qualifications:
- Strong analytical and communication skills (both written and verbal)
- Ability to build relationships
- Accomplished team players who thrive in a rigorous and challenging environment
- Client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
- Bachelor's degree with excellence in academics and strong leadership experience
- Proficiency in Word and Excel
Preferred Qualifications:
- 1-2 years client service experience, financial services industry experience a plus
- Candidates with licenses are a plus
Required Skills: Analytical skills
Important Skills: Client service experience, Word, Excel
Nice-to-Have Skills: Multi-tasking, Leadership experience