Associate

AllianceBernstein • New York, NY

1d

About The Position

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. Associates are client service professionals who work with Financial Advisors to support growth of the Private Wealth Management platform. They help provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.

Associates partner with Financial Advisors to develop their business and provide portfolio analysis, account creation and maintenance, and client and prospect meeting preparation. They build relationships with clients and prospective clients, address servicing needs, and deliver a high level of customer service. Associates collaborate and network with senior professionals throughout the firm.

Associates participate in the Associate Development Program, a comprehensive training program designed to build investment knowledge and develop quantitative, qualitative, communication, leadership, and professional skills. Training includes proprietary investments, services, policies and procedures; trusts and estates; wealth planning; investment management philosophies; financial management strategies; client service, partnership and sales; career management; one-on-one coaching; and specialized skills training.

As Associates develop and demonstrate core competencies, they may advance to opportunities in client service, Leadership, Wealth Strategies, Investment Strategies, or Advisor roles. Progression typically takes approximately three years, depending on milestones and demonstrated competencies.

Requirements

• Strong analytical and written and verbal communication skills, with the ability to build relationships.
• Ability to work as a team player in a rigorous and challenging environment.
• Client-focused and detail-oriented, with the ability to multitask and work under pressure in a fast-paced atmosphere.
• Bachelor's degree, excellence in academics, and strong leadership experience.
• Proficiency in Microsoft Word and Excel.

Nice To Haves

• One to two years of client service experience; financial services industry experience is a plus.
• SIE, Series 7, or Series 63 licenses.

Responsibilities

• Collaborate and network with senior professionals throughout the firm.
• Partner with Financial Advisors to build their business.
• Provide portfolio analysis, account creation and maintenance, and client and prospect meeting preparation.
• Build relationships with clients and prospective clients to understand and support their servicing needs.
• Provide a high level of customer service and support.
• Participate in the Associate Development Program and its professional training and development activities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level