Private Wealth Coordinator Private Wealth Coordinator …

Alliancebernstein L P
in San Diego, CA, USA
Festanstellung, Vollzeit
Seien Sie der erste Bewerber
Competitive
Alliancebernstein L P
in San Diego, CA, USA
Festanstellung, Vollzeit
Seien Sie der erste Bewerber
Competitive
Private Wealth Coordinator
Private Wealth Coordinator San Diego, California/en-US/alliancebernsteincareers/job/San-Diego-California/Private-Wealth-Coordinator_R0004697/apply Job Description

BERNSTEIN PRIVATE WEALTH MANAGEMENT OVERVIEW:

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.

RESPONSIBILITIES:

We are seeking a Private Wealth Coordinator (PWC) for Bernstein Private Wealth Management, a unit of AllianceBernstein, L.P.  The PWC will work in a dynamic, trust-based partnership with skilled Financial Advisors to serve a broad range of clients’ needs.  As a liaison between Financial Advisors and both internal and external clients, the Private Wealth Coordinator plays a vital role in client relationships.

  • Support multiple Financial Advisors.  
  • Initiate and respond to client requests.
  • Answer internal and external telephone calls within your team and while covering the reception desk as necessary.
  • Prepare presentations and reports for Advisors’ high net worth clients, prospects and intermediaries.
  • Schedule and maintain meetings, appointments and travel plans to effectively manage Advisor’s calendar.
  • General administrative duties including writing and editing correspondence, answering phones, contact data maintenance, filing and processing expense reports.
  • As tasks are mastered, administrative duties may be supplemented with other projects of increasing responsibility.
  • Approximate Hours: 8:00 am - 5:00 pm. Flexibility to work overtime as workload demands change.  
  • Total compensation is competitive and comprised of base salary plus overtime.

​QUALIFICATIONS:

The ideal candidate should have 1-2 years of experience as a coordinator, administrative or executive support in a corporate or professional office.

  • Excellent verbal and written communication skills for heavy client interaction.
  • Effective interpersonal skills and flexibility to adapt to a variety of personalities.
  • Strong organizational skills and attention to detail.
  • Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment.
  • Working knowledge of Microsoft Word, Excel and PowerPoint.

 Desired Qualifications

  • Bachelor’s degree 
  • Financial services industry experience

People of color, women, and those who identify as 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. 

San Diego, CaliforniaPosted 2 Days AgoFull timeR0004697

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the globe. With over 3,700 employees across 51 locations operating in 25 countries, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking 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 your impact. If you're ready to challenge your limits and empower your career, join us!

People of color, women, and those who identify as 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. 

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