Manager, Client Service
About The Position
Bernstein is seeking a Manager of Client Services for its Private Wealth Management office in Los Angeles. The role manages all aspects of the office’s Private Wealth Management sales support and client service functions. The manager recruits, develops, and oversees teams supporting Wealth Advisors and their clients, promotes a positive team culture, partners with business leaders to maintain continuity and service excellence, and oversees department procedures, risk, transactions, resources, and headcount. Bernstein Private Wealth Management provides advanced planning strategies and investment management services to high-net-worth families, endowments, foundations, and institutions. Its integrated approach tailors client portfolios and draws on AllianceBernstein’s research expertise across asset classes and geographies. The base salary range is $114,000 to $140,000 annually. Actual base salary may vary based on education, training, experience, past performance, and other job-related factors. Total compensation may also include, depending on eligibility, benefits, commissions, year-end incentive compensation, and other incentives.
Requirements
- Knowledge of the Private Wealth Management business, including its services and procedures.
- Strong interpersonal, communication, and leadership skills.
- Ability to work independently under pressure and as part of a team.
- Bachelor’s degree.
- Series 7 license.
- At least 3 years of managerial experience.
Nice To Haves
- Managers must obtain a Series 24 license within six months of starting.
Responsibilities
- Recruit, develop, and manage multiple teams of Associates and Coordinators supporting Wealth Advisors and their clients.
- Promote a positive culture through hands-on engagement in investment knowledge, career development, and feedback.
- Partner with Managing Directors and Wealth Advisors to ensure business continuity and excellent client service.
- Implement procedures and department policies with teams.
- Liaise with leaders in other business units, including portfolio management, legal, and operations, to achieve client results.
- Advise Wealth Advisors and teams on service-related inquiries and exceptions.
- Manage operational, firm, and client risk through due diligence and effective communication.
- Review and approve transactions and exceptions.
- Oversee resource distribution and headcount.
Benefits
- Benefits may be available depending on eligibility; specific benefits are not listed.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
