Financial Services Specialist
2 days ago
About AllianceBernstein
We are a leading global investment management firm that fosters diverse perspectives and innovation to help our clients navigate the uncertainty of capital markets.
Job Description:
A Financial Services Specialist - Private Wealth Management will work in a team that supports multiple Financial Advisors and their clients. This role is responsible for many aspects of client service management, including 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 other departments within Bernstein Private Wealth Management.
The successful candidate will:
- Partner with Financial Advisors and their Client Service Associates to execute 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 common goals 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:
Candidates will participate in a comprehensive and robust training program that enables them 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.
Requirements:
The ideal candidate should have a postgraduate/Masters' degree or equivalent in business, finance, or economics with excellence in academics and strong leadership experience.
They should have 2-3 years of industry experience, be an accomplished team player who seeks a rigorous and challenging environment for career development, and possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships.
Salary Information:
The estimated annual salary for this role is ₹12,00,000 - ₹20,00,000, depending on qualifications and experience.
-
Financial Services Specialist
2 weeks ago
Pune, Maharashtra, India Shubhra Financial Solution Full timeJob DescriptionWe are seeking a highly motivated and experienced Financial Services Specialist to join our team at Shubhra Financial Solution.Responsibilities:Generate Personal Loan leads from various sources, including the open market and different channels.Develop and maintain relationships with clients for repeat business and referrals by implementing...
-
Financial Services Specialist
3 weeks ago
Pune, Maharashtra, India Guru & Jana Full timeJob Summary:We are seeking a highly skilled Financial Services Specialist to join our team at Guru & Jana.Key Responsibilities:Provide expert advice on accounting, audit, and tax matters.Develop and implement corporate law strategies.Collaborate with cross-functional teams to drive business growth.Requirements:Good communication skills.Ability to work in a...
-
IT Solutions Specialist
1 day ago
Pune, Maharashtra, India Latent Bridge Full timeJob DescriptionWe are seeking an IT Solutions Specialist to lead pre-sales activities, drive value through tailored solutions, and contribute to driving growth by leveraging market insights and client feedback.Key ResponsibilitiesServe as a Solution Specialist on various projects, focusing on IT Services and Product Development in the Banking, Financial...
-
Financial Services Operations Specialist
7 days ago
Pune, Maharashtra, India BNY Full timeBNY is a leading global financial services company that empowers employees to grow and succeed. With over 50,000 employees worldwide, we touch nearly 20% of the world's investible assets.We're seeking a talented individual for the role of Financial Services Operations Specialist to join our Middle office team in Pune, India. This hybrid role offers the...
-
Financial Services Specialist
1 month ago
Pune, Maharashtra, India Northern Trust Corporation Full timeAbout Northern Trust:Northern Trust is a leading global financial institution with a rich history dating back to 1889. We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by upholding our core values of service, expertise, and integrity.RoleWe are seeking a skilled Financial Services...
-
Financial Analyst Specialist
2 weeks ago
Pune, Maharashtra, India I Knowledge Services Private Limited Full timeAbout Us: I Knowledge Services Private Limited is a reputable organization seeking an experienced Financial Analyst Specialist to join our team.Estimated Salary: ₹800,000 - ₹1,200,000 per annum, depending on qualifications and experience.Job Description:We are looking for a skilled Financial Analyst Specialist to handle various financial tasks, including...
-
Financial Services Specialist Lead
7 days ago
Pune, Maharashtra, India Jobs for Humanity Full time**Job Title:** Financial Services Specialist LeadAbout Us:Jobs for Humanity is a leading provider of financial services, dedicated to making a positive impact in the world. Our team of experts is passionate about delivering exceptional customer experiences and driving business growth.Estimated Salary: $65,000 - $85,000 per yearJob Description:We are seeking...
-
Pune, Maharashtra, India Jobs for Humanity Full timeJob SummaryWe are seeking an experienced Customer Service Specialist to join our team at FIS. This role will involve providing exceptional customer service to high-value customers of financial institutions.
-
IT Solutions Specialist
4 weeks ago
Pune, Maharashtra, India Latent Bridge Full timeJob Summary:We are seeking an experienced IT Solutions Specialist - Banking & Financial Services to join our team at Latent Bridge. In this role, you will be responsible for delivering functional/domain SME responsibilities to global banking and financial services clients, preferably working in IT Services/Product Development functions.Key Responsibilities:-...
-
Pune, Maharashtra, India Jobs for Humanity Full timeAbout UsJobs for Humanity is a leading financial services company that offers a wide range of products and services to individuals and institutions. Our team of experts provides exceptional customer service, ensuring that our clients receive the best possible experience.Job DescriptionWe are currently seeking a highly skilled Financial Services Customer...
-
Financial Services Specialist
4 weeks ago
Pune, Maharashtra, India Jobs for Humanity Full timeJob SummaryAs a Financial Services Specialist, you will provide exceptional customer service to high-value clients, addressing inquiries and performing account maintenance on deposits and money market accounts. You will also assist customers with payment investigations, maintenance requests, and fee reversals, while working closely with internal and external...
-
Tech Implementation Specialist
3 weeks ago
Pune, Maharashtra, India Fiserv Full timeYou deserve to succeed in a career that drives innovation and excellence.Fiserv, a global leader in payments and financial technology, offers an exciting opportunity for a Tech Implementation Specialist to join our team. With over 40,000 associates proudly serving clients in more than 100 countries, we are committed to delivering superior value through...
-
Digital Integration Specialist
2 weeks ago
Pune, Maharashtra, India Fiserv Full timeYou deserve a career that fuels your passion for innovation and excellence. At Fiserv, we're more than 40,000 innovators delivering superior value to our clients through leading technology and targeted innovation.Job DescriptionWe're seeking an experienced Digital Integration Specialist - Financial Services to join our team. As a Digital Integration...
-
Financial Operations Specialist
3 weeks ago
Pune, Maharashtra, India WNS Global Services Full timeWNS Global Services seeks a skilled Financial Operations Specialist to join our team. This role requires strong accounting principles, journal entries, and reconciliation skills, as well as experience with finance and FX hedging. The ideal candidate will have a minimum of 1-3 years of experience and possess excellent Excel and SAP knowledge. Key...
-
Senior Financial Services Specialist
2 weeks ago
Pune, Maharashtra, India BNY Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Services Specialist to join our Billing team in Pune, MH / Chennai, TN. As a key member of our team, you will be responsible for providing expert-level support in billing operations and driving business growth.Key Responsibilities:Lead billing operations, ensuring timely and accurate processing...
-
Pune, Maharashtra, India Jobs for Humanity Full timeAt Jobs for Humanity, we are seeking a highly skilled Client Support Specialist to join our team. This is an exciting opportunity to work in the financial services industry, providing technical support and ensuring seamless customer experiences.Salary: $55,000 - $65,000 per yearWe are looking for a motivated individual with 0.6-1 year of experience in Active...
-
Financial Accounting Specialist
1 month ago
Pune, Maharashtra, India Mercedes-Benz Full timeJob Title: Financial Accounting SpecialistJob Summary:We are seeking a highly skilled Financial Accounting Specialist to join our team at Mercedes-Benz Financial Services. The successful candidate will be responsible for managing the financial accounting processes, ensuring compliance with regulatory requirements, and providing accurate financial...
-
Financial Services Professional
2 weeks ago
Pune, Maharashtra, India BNY Full timeAbout the Role: We are seeking a talented and motivated Corporate Actions Specialist to join our team in Pune, Maharashtra. This is an exciting opportunity for a career-driven individual who wants to make a real impact in the financial services industry.
-
Technical Implementation Specialist
5 days ago
Pune, Maharashtra, India Fiserv Full timeWe are seeking a Technical Implementation Specialist to join our team at Fiserv, a global leader in payments and financial technology. The successful candidate will be responsible for performing remote and/or on-site software implementations, providing follow-up product support to clients via various channels, and assisting with the creation and maintenance...
-
Financial Services Account Specialist
4 weeks ago
Pune, Maharashtra, India Jobs for Humanity Full timeAbout the Role:FIS is seeking an experienced Financial Services Account Specialist to provide exceptional customer service to high-value customers. The successful candidate will be responsible for addressing inquiries and performing account maintenance on deposits and money market accounts.Key Responsibilities:Provide excellent customer service and act as a...