Associate

About the role

Bernstein Private Wealth Management is seeking an Associate to join our dynamic team. This position offers an exciting opportunity to collaborate with senior professionals and Financial Advisors to provide comprehensive wealth management services.

Responsibilities

• Collaborate and network with senior professionals throughout the firm to fuel career success
• Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
• Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs
• Strive to provide a world-class level of customer service and support

Requirements

• Strong analytical and communication skills (both written and verbal)
• An ability to build relationships
• Accomplished team player who thrives in a rigorous and challenging environment
• Client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
• Bachelor's degree with excellence in academics and strong leadership experience
• Proficiency in Word and Excel

Qualifications

• People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
• Accomplished team players who thrive in a rigorous and challenging environment
• Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
• Individuals who have a bachelor's degree with excellence in academics and strong leadership experience
• Desired qualifications include 1-2 years client service experience, financial services industry experience, and proficiency in Word and Excel

Skills

Not specified

Benefits

Not specified

Pay

Base Salary Range: $80,000 to $86,000

Schedule

Not specified