Operations Associate
4 weeks ago
About AllianceBernstein
As a leading global investment management firm, AllianceBernstein fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients' most valued asset-management partner.
Operations Associate Role
We are seeking 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 AllianceBernstein 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 player who seeks 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.
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