• Private Wealth Sr. Client Specialist

    Location : Location US-TN-Nashville
    Private Wealth Management
    Position Type
  • Company Overview

    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.


    Company Description:

    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:

    • Partner with Financial Advisors to 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 to accomplish a common goal of providing exceptional service to clients
    • Interact and communicate with clients by providing, explaining, and obtaining information needed to establish new accounts
    • Provide expertise surrounding all aspects of the account opening process across a variety of entities
    • Work with clients to facilitate the initial transfer of assets from other firms
    • Coordinate with team members in our Legal and Compliance Departments to obtain final approval of new accounts
    • Oversee the workflow of the specialist team and its members to ensure prioritization and responsiveness meet the needs of the internal and external clients


    Job Qualifications

    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.


    Desired Qualifications

    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.


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