Client Specialist
AllianceBernstein
About this role
A Client Specialist within Bernstein’s Private Wealth Management supports the onboarding of high-net-worth clients across the firm’s domestic offices, focusing on ensuring a seamless first experience and accurate account setup. The role partners with Financial Advisors, Private Wealth Associates, and internal teams to coordinate the account opening lifecycle and approvals. It serves as a central point for client onboarding activities within the Private Wealth organization.
Skills
Qualifications
About AllianceBernstein
alliancebernstein.comAllianceBernstein is fully invested in creating better outcomes for investors ranging from individuals to the world’s largest institutions.
Recent company news
AllianceBernsteinThe AI Boom: Bubble or Bonanza?
Oct 22, 2025
CSRwireAllianceBernstein: SFDR Unpacked: What to Look for in Article 8 and 9 Portfolios
1 week ago
Pensions & InvestmentsFrom retrenchment to risk-taking. How Seth Bernstein grew AllianceBernstein from $500 billion to $875 billion.
3 weeks ago
Markets MediaAllianceBernstein Selects SimCorp as Investment Tech Partner
3 weeks ago
MorningstarBetter Equity and Credit Market Conditions Continue To Lift AllianceBernstein’s AUM Levels
2 weeks ago
About AllianceBernstein
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for AllianceBernstein.
Salary
$82k – $110k
per year
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