Financial Services Operations Specialist
2 weeks ago
About the Role
We are seeking a highly skilled Private Wealth Operations Associate to join our team at AllianceBernstein. This role will provide administrative, transactional, and operational support to our Financial Advisors and their clients.
Key Responsibilities
- Partner with Financial Advisors and Client Service Associates to execute operational needs, including performance reporting, client/prospect meeting preparation, account maintenance, account valuation, and research requests.
- Collaborate with Client Service Associates to deliver exceptional client service.
- Interact and network with senior professionals to fuel career success.
- Ensure accurate and timely completion of responsibilities.
Training and Development
Our comprehensive training program will equip you with the knowledge and skills needed to excel in this role. You will participate in a customized program that includes both formal classroom and on-the-job training.
Requirements
To be successful in this role, you will need:
- A postgraduate degree in business, finance, or economics, with a strong academic record and leadership experience.
- 2-3 years of industry experience.
- Excellent analytical and communication skills, with the ability to build internal and external relationships.
- Proficiency in Word and Excel.
About AllianceBernstein
AllianceBernstein is a leading global investment management firm that fosters diverse perspectives and innovation to help clients navigate the uncertainty of capital markets. We serve institutions, individuals, and private wealth clients in major markets worldwide.
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