AllianceBernstein

Coordinator

AllianceBernstein(12 days ago)

Stamford, CTOnsiteFull TimeJunior$60,000 - $62,000Private Wealth Management
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About this role

A Private Wealth Coordinator at Bernstein Private Wealth Management supports financial advisors by managing client interactions, preparing reports, scheduling meetings, and handling administrative functions. They play a vital role in maintaining client relationships and ensuring smooth workflow within the team.

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Required Skills

  • Excel
  • Word
  • PowerPoint
  • Client Interaction
  • Scheduling
  • Reporting
  • Administration
  • Organization
  • Communication

Qualifications

  • Bachelor’s Degree
AllianceBernstein

About AllianceBernstein

alliancebernstein.com

AllianceBernstein is fully invested in creating better outcomes for investors ranging from individuals to the world’s largest institutions.

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