Job Description
Job Description
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.
Client Specialists will:
- 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
Job Qualifications
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.
Department Description
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.
Location
Nashville, TN
Equal Employment Opportunity Employer
People of color, women, and LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation. Gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.
Job Description
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.
Client Specialists will:
- 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
Job Qualifications
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.
Department Description
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.
Location
Nashville, TN
Equal Employment Opportunity Employer
People of color, women, and LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation. Gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.
About AllianceBernstein
As a global investment firm, we foster diverse perspectives and embrace innovation to help our clients achieve their financial goals. Our distinctive insights fuel a broad range of investment strategies and our commitment to responsibility drives us to create better outcomes for our clients and for the communities in which we live and work. With offices in 20 cities across the US, we strive to be the most valued asset-management partner and we have three complementary businesses, listed below, to meet our clients’ distinctive needs.
AllianceBernstein - With $742 billion in assets under management, we work every day to earn our clients’ trust, whether they’re individual investors or the world’s biggest institutions. We are committed to seeking alpha. A unique combination of expertise across equities, fixed-income, alternatives and multi-asset strategies and a connected global network helps us deliver differentiated insights and distinctive solutions to advance investors’ success.
Bernstein Research – As Wall Street’s premier independent sell-side research and brokerage firm we deliver trusted investment research and trading execution to drive better outcomes.
Bernstein Private Wealth Management - In a world where most investment managers look alike, Bernstein has evolved into an organization like no other. We serve solely as an investment manager, providing our diverse client base with an uncommon level of transparency. Clients will always feel included, have a strategy they understand, and a partner whose interests are aligned with their values and goals. We offer sophisticated wealth-planning tools and expert advice for high-net-worth individuals, families, and smaller institutions, helping investors make their money meaningful.
At AB, we put an emphasis on developing diverse talent with different viewpoints, and we provide an environment where colleagues are encouraged to bring new ideas to the table and push the envelope to solve problems. Whether you’re producing groundbreaking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to our clients, we want to support you in making a difference.
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