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.
AllianceBernstein (AB) is a global investment-management firm providing industry-leading research and investment solutions through a combination of innovation, intellectual curiosity and relentless ingenuity. We offer high-quality research and diversified investment services to institutional and individual investors worldwide. Our clients include some of the world's top institutions as well as private-wealth clients and retail investors. Through close partnerships with our clients, we collaborate on investment strategies across regions and sectors to inspire innovative thinking and deliver superior outcomes.
We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique. We offer our talent the opportunity to grow professionally while working on cutting-edge ideas and outcomes in a global culture that operates as a tight-knit community.
If you're ready to innovate and grow your career, join us.
AllianceBernstein is an equal opportunity employer. We do not discriminate based race, color, creed, national origin, sex, age, disability, marital status, sexual orientation or citizenship status.
We are looking for a Senior Client Specialist to join Bernstein’s Private Wealth Management team to serve in a client-facing role supporting the onboarding of clients across all 19 domestic offices. This dynamic role will require candidates to work closely with our internal and external clients with a specific focus on opening new accounts. This is an exciting and challenging opportunity to partner with Financial Advisors to handle all aspects of onboarding new high net worth clients – explaining the opening process, working with them to complete documentation, and sharing knowledge about opening various types of entities.
Senior Client Specialists will:
Applicants should have a bachelor’s degree and possess experience working in client service. Candidates should be client-focused 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.
Finance degree; 3+ years client service experience. Bernstein will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses preferred.