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Job Description
Company Description
As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-management partner.
With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether youre producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, were looking for unique voices to help lead us forward. If youre ready to challenge your limits and build your future, join us.
Position Overview
We are looking for a Private Wealth Support Associate to work in a team that supports multiple Wealth Advisors and their clients. The Support Associate will gain exposure to the full breadth of the prospecting & client service processes, as this role is responsible for the aspects of client service management, including the 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 many other departments within Bernstein Private Wealth Management.
A Private Wealth Support Associate Will
- Partner directly with Wealth Advisors and their Client Service Associates to execute the operational needs of the practice, such as performance reporting, client/prospect meeting preparation, account creation and maintenance, & portfolio analysis
- Partner with Client Service Associates to accomplish a common goal of providing exceptional service
- Interact and network with senior professionals throughout the firm to fuel career success
- Ensure accurate and timely completion of responsibilities
Private Wealth Support Associates will participate in a comprehensive and robust training program. The customized program will enable Associates 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. Curriculum will be delivered both in a formal classroom and on the job setting.
Qualifications
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- Have a postgraduate/masters degree or equivalent in business, finance or economics with excellence in academics and strong leadership experience.
- Have 2 to 3 years of industry experience.
- Be an accomplished team player who seeks a rigorous and challenging environment for their career development.
- Be detail-oriented with a strong ability to multitask and work under pressure in a fast-paced atmosphere.
- Possess strong analytical and communication skills (both written and verbal) and an ability to build internal relationships. Proficiency in Word and Excel are required.
Pune, India
Skills
Service ManagementMaintenanceIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
About Company
AllianceBernstein has tons of funds. The investment manager administers about 200 domestic and international mutual funds. Institutional investors, including public retirement funds, employee benefit plans, foundations, endowments, government entities, and insurance firms, account for a majority of the firm's approximately $475 billion in assets under management. For retail investors, the company provides private client services, managed accounts, annuities, retirement plans, and college savings plans. AllianceBernstein also owns wealth advisor and research firm Sanford C. Bernstein.
AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $646 billion in assets under management as of December 2022. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.
At AB, there’s no one size fits all and no mold to break. We celebrate idiosyncrasy and make sure everyone’s voice matters. We seek and include talented people with diverse skills, abilities and backgrounds who expand our thinking. We encourage all employees to become more complete versions of themselves. A mosaic of perspectives makes us stronger, helping us nurture strong relationships and build actionable solutions.
Intellectual curiosity is in our DNA—and is a way of life. We embrace challenging problems and ask the tough questions. We don’t settle for easy answers as we look to understand the world around us—and that’s what makes us better investors and partners to our colleagues and clients. We are independent thinkers—we go where the research and data take us. And knowing more isn’t the end of the journey: it’s the start of a deeper conversation.
Insight is a catalyst, expanding our thinking and unlocking opportunity. And opportunity is more than financial returns—it drives us to think about the bigger picture for our clients and help them achieve their goals.
Important dates & deadlines?
Application Deadline
19 Jul 26, 04:40 PM IST
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Private Wealth Support Associate
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