Hybrid Private Wealth Coordinator bei AllianceBernstein
AllianceBernstein · Dallas, Vereinigte Staaten Von Amerika · Hybrid
- Junior
- Optionales Büro in Dallas
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:
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.
Job Qualifications
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.
Desired Qualifications
Bachelor’s degree
Financial services industry experience
Company Overview
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.
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Dallas, TX
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