Client Specialist
AllianceBernstein(28 days ago)
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.
Required Skills
- Client Service
- Account Onboarding
- Documentation
- Compliance Coordination
- Asset Transfers
- Relationship Management
- Communication
- Multitasking
- Detail Oriented
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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