What are the responsibilities and job description for the Private Wealth Coordinator position at Bernstein Private Wealth Management?
Position Overview
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.
A Private Wealth Coordinator Will
The ideal candidate should have 1-2 years of experience as a coordinator, administrative or executive support in a corporate or professional office.
Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.
Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.
Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $57,000-$62,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, year-end incentive compensation, and other incentives.
#BernsteinPWM
Dallas, TX
Join us in pursuing insights that unlock opportunities. Learn more at http://www.Bernstein.com
To learn more about Our Purpose and What We Stand for, visit us at http://www.bernstein.com/our-story/overview.html
Dallas, Texas
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.
A Private Wealth Coordinator Will
- 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.
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.
- Bachelor’s degree
- Financial services industry experience
Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.
Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.
Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $57,000-$62,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, year-end incentive compensation, and other incentives.
#BernsteinPWM
Dallas, TX
Join us in pursuing insights that unlock opportunities. Learn more at http://www.Bernstein.com
To learn more about Our Purpose and What We Stand for, visit us at http://www.bernstein.com/our-story/overview.html
Dallas, Texas
Salary : $57,000 - $62,000
