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Client Specialist
AB LP Nashville, TN
Full Time | Business Services 10 Months Ago
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AB LP is Hiring a Client Specialist Near Nashville, TN

Job Description We are looking for a Client Specialist to join Bernstein’s Private Wealth Management team to support the onboarding of clients across all 19 domestic offices. This dynamic role will require candidates to work closely with our internal teams with a specific focus on opening new accounts. This is an exciting and challenging opportunity to partner with Financial Advisors and Private Wealth Associates to handle all aspects of onboarding new high net worth clients. Specialists will walk internal partners through the opening process to complete the required documentation and share their expertise about various types of entities to ensure an exceptional client experience. Client Specialists will: Partner with internal business partners in the onboarding of new clients in Private Wealth Management at Bernstein. The Client Specialist will onboard and provide service and support functions to set up new accounts by facilitating the coordination of all aspects of the account creation process Partner with Private Wealth Associates on all aspects of onboarding process to ensure superior client service throughout the process, all client’s first interaction with the firm Facilitate the coordination of the transfer of assets from other firms to Bernstein through proactive and diligent review of our transfer process Coordinate with team members in our Legal and Compliance Departments to handle any documentation related account opening items and obtain final approval of new accounts Job Qualifications Applicants should have a bachelor’s degree and possess experience working in client service. Candidates should be client-focused, proactive and creative thinkers, and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere. They should also possess strong interpersonal and communication skills (both written and verbal) and an ability to build internal and external relationships. Preferred Qualifications Candidates with SIE and Series 7 & 63 licenses preferred. Department Description 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. Location Nashville, TN AllianceBernstein (AB) is a global investment-management firm providing industry-leading research and investment solutions through a combination of innovation, intellectual curiosity and relentless ingenuity. We offer high-quality research and diversified investment services to institutional and individual investors worldwide. Our clients include some of the world's top institutions as well as private-wealth clients and retail investors. Through close partnerships with our clients, we collaborate on investment strategies across regions and sectors to inspire innovative thinking and deliver superior outcomes. We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique. We offer our talent the opportunity to grow professionally while working on cutting-edge ideas and outcomes in a global culture that operates as a tight-knit community. If you're ready to innovate and grow 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. Nashville, Tennessee

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

POST DATE

05/26/2022

EXPIRATION DATE

11/24/2022

WEBSITE

abgeist.com

HEADQUARTERS

MINNEAPOLIS, MN

SIZE

<25

FOUNDED

1999

CEO

WILLIAM ANDREWS

REVENUE

<$5M

INDUSTRY

Business Services

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The following is the career advancement route for Client Specialist positions, which can be used as a reference in future career path planning. As a Client Specialist, it can be promoted into senior positions as a Customer Success Associate II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Specialist. You can explore the career advancement for a Client Specialist below and select your interested title to get hiring information.

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If you are interested in becoming a Client Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Specialist job description and responsibilities

They build and nurture strong personal relationships with clients.

03/17/2022: Portland, OR

Perform other administrative duties as required to build business for clients.

02/03/2022: Anderson, IN

Responds to inbound requests from all channels (phone, portal, e-case) within prescribed service levels.

03/28/2022: High Point, NC

Monitors, documents and manages the resolution process in a timely manner while effectively communicating status with the client to maintain a high degree of client satisfaction.

04/03/2022: Binghamton, NY

Assist in the creation and maintenance of user and procedural documentation.

04/02/2022: Laramie, WY

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Specialist jobs

A good client specialist always consistently deliver a high level of service to achieve and maintain high client and broker satisfaction levels and support client and member retention.

04/15/2022: Elkhart, IN

The number one skill you need to excel in customer service is problem-solving.

02/28/2022: Macon, GA

Client Specialist need to show that they are perfectly capable of talking about your product.

03/19/2022: San Diego, CA

Client specialist need a customer focus and should be willing to bear any situation to make sure the customer remains happy with your service.

03/28/2022: Savannah, GA

There are many different skills required to be considered qualified as a Marketing Specialist.

03/25/2022: Huntsville, AL

Step 3: View the best colleges and universities for Client Specialist.

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