Client Specialist
AllianceBernstein(1 month ago)
About this role
A Client Specialist at Bernstein’s Private Wealth Management assists with the onboarding of high net worth clients across the firm’s domestic offices, focusing on ensuring smooth account openings and a strong first client experience. The role serves as an internal liaison among advisors, operations, legal, and compliance within Bernstein’s Private Wealth Management group. It supports the firm’s tailored wealth management services for families, endowments, foundations, and institutions.
Required Skills
- Client Service
- Account Onboarding
- Asset Transfers
- Compliance
- Communication
- Relationship Building
- Multi-Tasking
- Attention To Detail
Qualifications
- Bachelor's Degree
About AllianceBernstein
alliancebernstein.comAllianceBernstein is fully invested in creating better outcomes for investors ranging from individuals to the world’s largest institutions.
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