Job details

Client Specialist

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

ABOUT BERNSTEIN
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 4,000 employees across 57 locations in 26 countries and over $600 billion in assets under management.
Join us in pursuing insights that unlock opportunities. Learn more at

www.Bernstein.com

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