Private Wealth Operations Specialist
3 weeks ago
Company Overview
AllianceBernstein is a leading global investment management firm that fosters diverse perspectives and innovation to help clients navigate capital markets.
Operations Associate Role
We seek a Private Wealth Operations Associate to support multiple Financial Advisors and their clients. This role involves client service management, including administrative, transactional, and operational functions within the Private Wealth group.
Key Responsibilities:
- Partner with Financial Advisors and Client Service Associates to execute operational needs, such as performance reporting, client/prospect meeting preparation, account maintenance, and research requests.
- Collaborate with Client Service Associates to provide exceptional service.
- Interact with senior professionals to fuel career success.
- Ensure accurate and timely completion of responsibilities.
Training Program:
The Private Wealth Operations Associate will participate in a comprehensive training program, building a foundation of knowledge and developing skills needed to process operational tasks and achieve client service excellence.
Qualifications:
The ideal candidate should have a postgraduate degree in business, finance, or economics, strong leadership experience, and 2-3 years of industry experience.
The candidate should be a detail-oriented team player with strong analytical and communication skills and an ability to build internal and external relationships.
Culture and Ambition:
AllianceBernstein fosters a culture of intellectual curiosity and collaboration. Our ambition is to be our clients' most valued asset-management partner.
We are looking for unique voices to help lead us forward and challenge our limits to build our future.
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