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Operations Associate- Private Wealth
5 days ago
Operations AssociatePosition Overview:We are looking for a Private Wealth
Operations Associate
to work in a team that supports multiple Financial Advisors and their clients. This role is responsible for many aspects of client service management, including the administrative, transactional and operational functions within the Private Wealth group. This is an exciting and challenging opportunity that will give qualified candidates exposure to advisors, internal business partners, and many other departments within Bernstein Private Wealth Management.A Private Wealth
Operations Associate
will:Partner with Financial Advisors and their Client Service Associates to execute the operational needs of the practice, such as performance reporting, client/prospect meeting preparation, account maintenance, account valuation, and research requests
Partner with Client Service Associates to accomplish a common goal of providing exceptional service
Interact and network with senior professionals throughout the firm to fuel career success
Ensure accurate and timely completion of responsibilities
Training Program:Private Wealth
Operations Associates
will participate in a comprehensive and robust training program. The customized program will enable Associates to build a foundation of knowledge and develop skills needed to process operational tasks, achieve client service excellence and fuel success as a financial professional. Curriculum will be delivered both in a formal classroom and on the job setting.
Qualifications:The ideal candidate should:Postgraduate/Masters’ degree or equivalent in business, finance or economics with excellence in academics and strong leadership experience.
Have 2 to 3 years of industry experience.
Be an accomplished team players who seek a rigorous and challenging environment for their career development. Candidates should be detail-oriented with a strong ability to multitask and work under pressure in a fast-paced atmosphere.
Possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships. Proficiency in Word and Excel are required.
Pune, India
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