Financial Services Specialist

2 days ago


Pune, Maharashtra, India AllianceBernstein Full time

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.



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