AllianceBernstein→
Private Wealth Associate
Entry LevelOn-siteFull-time
Location
Los Angeles, CA
Salary
$76k–$82k/yr
Experience
0–2 years
Posted
1 month ago
Skills
analytical skillsclient service experienceexcelwordmulti-taskingleadership experience
Job Description
Summary: AllianceBernstein is a premier investment management firm advising high-net-worth clients. The Private Wealth Associate role focuses on client service and collaboration with Financial Advisors to provide asset allocation recommendations and wealth planning for clients.
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
- Individuals who are client-focused and detail-oriented
- 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, Client service experience
Important Skills: Excel, Word
Nice-to-Have Skills: Multi-tasking, Leadership experience
Benefits: Benefits, Commissions, Year-end incentive compensation, Other incentives
Benefits
Benefits
Commissions
Year-end incentive compensation
Other incentives