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About the Role
Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills. They 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.
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.
Requirements
- Possess strong analytical and communication skills (both written and verbal) and an 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 are required.
- 1-2 years client service experience, financial services industry experience a plus.
- Candidates with SIE, Series 7, and Series 63 licenses are a plus.
Skills
- Analytical skills
- Communication skills
- Relationship-building skills
- Client service
- Detail-oriented
- Multi-tasking
- Working under pressure
- Microsoft Word
- Microsoft Excel
Location
- San Francisco, California
Work Type
- Full-time
Experience Level
- Associate
Education Level
- Bachelor's degree
Salary/Compensations
- $86,000-$92,000
Benefits
- Total compensation may include benefits, commissions, year-end incentive compensation, and other incentives.
About the Company
- Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth.
- We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.
- Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions.
- Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.
Equal Opportunity
- People of color, women, and LGBTQ people are encouraged to apply.
- AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation. Gender identity, military or veteran status or any other basis that is prohibited by applicable law.
- AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.