Private Wealth Operations Specialist

1 month ago


Pune, Maharashtra, India AllianceBernstein Full time

About the Role

We are seeking a highly skilled Private Wealth Operations Associate to join our team. As a key member of our Private Wealth group, you will be responsible for providing exceptional client service and supporting our Financial Advisors in their daily operations.

Key Responsibilities

  • Partner with Financial Advisors and Client Service Associates to execute operational tasks, such as performance reporting, client/prospect meeting preparation, account maintenance, and research requests.
  • Ensure accurate and timely completion of responsibilities, maintaining high levels of quality and attention to detail.
  • Interact and network with senior professionals throughout the firm to fuel career success and stay up-to-date on industry developments.

Requirements

  • Postgraduate/Masters' degree or equivalent in business, finance, or economics, with a strong academic record and leadership experience.
  • 2-3 years of industry experience, with a proven track record of delivering high-quality results in a fast-paced environment.
  • Excellent analytical and communication skills, with the ability to build strong relationships with internal and external stakeholders.

What We Offer

As a Private Wealth Operations Associate at AllianceBernstein, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and contribute to the success of our clients. We offer a comprehensive training program, competitive compensation and benefits, and a dynamic work environment that fosters growth and development.



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