Client Specialist

AllianceBernstein LP • Nashville, TN

3d

About The Position

We are looking for a Client Specialist to join Bernstein’s Private Wealth Management team to support the onboarding of clients across all 19 domestic offices. This dynamic role will require candidates to work closely with our internal teams with a specific focus on opening new accounts. This is an exciting and challenging opportunity to partner with Financial Advisors and Private Wealth Associates to handle all aspects of onboarding new high net worth clients. Specialists will walk internal partners through the opening process to complete the required documentation and share their expertise about various types of entities to ensure an exceptional client experience. Bernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments and foundations, and institutions to help them reach specific financial objectives. Bernstein Private Wealth Management is distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. Bernstein’s integrated approach allows the firm to tailor each client’s portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on AB’s deep research expertise across asset classes and geographies.

Requirements

• Applicants should have a bachelor’s degree and possess experience working in client service.
• Candidates should be client-focused, proactive and creative thinkers, and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere.
• They should also possess strong interpersonal and communication skills (both written and verbal) and an ability to build internal and external relationships.

Responsibilities

• Partner with internal business partners in the onboarding of new clients in Private Wealth Management at Bernstein.
• The Client Specialist will onboard and provide service and support functions to set up new accounts by facilitating the coordination of all aspects of the account creation process
• Partner with Private Wealth Associates on all aspects of onboarding process to ensure superior client service throughout the process, all client’s first interaction with the firm
• Facilitate the coordination of the transfer of assets from other firms to Bernstein through proactive and diligent review of our transfer process
• Coordinate with team members in our Legal and Compliance Departments to handle any documentation related account opening items and obtain final approval of new accounts

What This Job Offers

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