Job summary
Job post source
This job is directly from AllianceBernstein
Job overview
The Private Wealth Associate role at AllianceBernstein involves providing exceptional client service and support to Financial Advisors, contributing to the growth of the Private Wealth Management Platform for high-net-worth clients.
Responsibilities and impact
Daily responsibilities include collaborating with Financial Advisors, conducting portfolio analysis, preparing for client meetings, and building relationships with clients to meet their service needs.
Experience and skills
Candidates should have strong analytical and communication skills, a bachelor's degree, and proficiency in Word and Excel; 1-2 years of client service experience is preferred.
Career development
The role offers a comprehensive development program with opportunities for advancement into various areas such as Leadership and Wealth Strategies over a typical course of three years.
Work environment and culture
AllianceBernstein promotes a collaborative culture focused on client service excellence and professional development.
Company information
AllianceBernstein is a leading investment management firm specializing in wealth management for high-net-worth clients, with a holistic approach and innovative investment solutions.
Job location and travel
The position is located in Cleveland, Ohio.
Unique job features
The Associate Development Program provides extensive training in investment knowledge and client service excellence, setting it apart from similar roles.
Company overview
AllianceBernstein is a global asset management firm providing research-driven investment solutions to institutional, retail, and private clients. They generate revenue through management fees based on assets under management and performance fees. Founded in 1967, the company has a rich history of mergers and acquisitions, including the significant merger of Alliance Capital Management and Sanford C. Bernstein in 2000. AllianceBernstein is known for its deep research capabilities and commitment to delivering long-term value to its clients.
How to land this job
Position your resume to showcase your exceptional communication and relationship-building skills, as these are crucial for the Private Wealth Associate role at AllianceBernstein.
Highlight your analytical abilities and detail-oriented nature, emphasizing any relevant client service or financial services experience you possess, even if it's minimal.
Apply through multiple platforms, including AllianceBernstein's corporate site and LinkedIn, to maximize your chances of being noticed for this position.
Connect with professionals in the Private Wealth Management division at AllianceBernstein on LinkedIn to gain insights about the role; you could start conversations by asking about their experiences in the Associate Development Program or expressing interest in their approach to client service excellence.
Optimize your resume for ATS systems by integrating specific keywords from the job description, such as 'client service', 'analytical skills', and 'wealth planning', to ensure your application stands out in initial screenings.
Utilize Jennie Johnson's Power Apply feature to streamline your application process, allowing you to focus more on networking and preparing for interviews, while ensuring your resume is tailored and submitted effectively.
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