Private Wealth Associate
| Company | AllianceBernstein |
|---|---|
| Location | Chicago, IL, USA |
| Salary | $68000 – $73000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Strong analytical and communication skills (both written and verbal)
- Ability to build relationships
- Bachelor’s degree with excellence in academics and strong leadership experience
- Proficiency in Word and Excel
- Detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
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
Preferred Qualifications
- 1-2 years client service experience, financial services industry experience a plus
- Candidates with licenses are a plus