Manager, Client Service
About The Position
Bernstein Private Wealth Management is seeking a Manager of Client Services for its Los Angeles office. The role manages all aspects of the office’s Private Wealth Management sales support and client service functions, including teams of Associates and Coordinators who support Wealth Advisors and their clients. The Manager partners with Managing Directors and Wealth Advisors to maintain business continuity and client service excellence, and works with leaders across portfolio management, legal, operations, and other business units to achieve client outcomes. The position also oversees team development and culture, department procedures and policies, client and operational risk, transaction reviews and approvals, and the distribution of resources and headcount. Bernstein Private Wealth Management provides advanced planning and investment management services to high-net-worth families, endowments, foundations, and institutions. The base annual salary range is $114,000 to $140,000. Actual salary may vary based on education, training, experience, past performance, and other job-related factors. Total compensation may also include eligible 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 who support Wealth Advisors and their clients.
- Promote a positive culture through hands-on engagement focused on 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 leadership in other business units, including portfolio management, legal, and operations, to drive results for clients.
- Serve as a resource to 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
