Private Wealth Associate at Bernstein… · New York

Summary: Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. They are seeking a Private Wealth Associate to collaborate with Financial Advisors in providing asset allocation recommendations, portfolio analytics, and wealth planning for clients. This role emphasizes exceptional communication and relationship-building skills to enhance client service and 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 - 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, Communication skills Important Skills: Client service experience, Word, Excel Nice-to-Have Skills: Multi-tasking, Detail-oriented, Team player, Leadership experience Benefits: Health insurance coverage, An employee wellness program, Life and disability insurance, A retirement savings plan, Paid holidays, Sick and vacation time off