Private Client Associate Job in Nyc 10024, New York Us
Qualifications:
The ideal candidate should have a bachelor’s degree in business, finance or economics with excellence in academics and strong leadership experience.
2-5 years of industry experience is preferred;
Ideally we are interested in candidates that are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast paced atmosphere. Candidates should also possess strong analytical and communication skills (both written and verbal). Proficiency in Word and Excel are required. We are looking for accomplished team players who seek a rigorous and challenging environment for their career development.
Bernstein Global Wealth Management will sponsor required series 7 63 licenses.
Job Description:
A Private Client Associate will work as a part of a team supporting Financial Advisors. Specific responsibilities may include:
• Providing Advisors with service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
• Engaging in all aspects of client servicing and ensuring accurate and timely completion of client requests
• Analyzing financial information obtained from clients/prospects to determine strategies for achieving their investment objectives
• Performing administrative tasks such as phone coverage, correspondence, database maintenance, filing, and financial reporting
Associates will participate in an extensive ongoing training program that involves both formal classroom and on the job training on private client products, services, procedures and policies.
**NOTE-No relocation package is available-If selected, candidate must relocate themselves to NYC at their own expense*
Submit CV to http://www.alliancebernstein.com/careers/?nid=9719sid=45
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