Who You'll Work With:
Bernstein Private Wealth Coordinators are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors and Management, help propel the growth of our Private Wealth Management Platform.
This is an exciting and challenging opportunity to partner with senior investment professionals to serve a broad range of clients' needs.
What You'll Do:
Partner with multiple financial advisors to boost productivity and efficiency through service and support functions, as follows:
Ensure advisors are prepared for client and prospect meetings, including creating and preparing presentations, meeting materials, and reports.
Effectively manage advisors' calendars, including scheduling and maintaining meetings, while considering preferences and needs.
Proactively communicate with advisors to understand priorities and keep them up to date on changes and developments that impact their practice and clients.
Build strong relationships with clients and their professionals, responding to their needs with urgency and willingness to go above and beyond expectations.
Collaborate with other coordinators, associates, management, and internal business partners to complete tasks, find solutions, and support business goals.
Participate in event coordination for the office with responsibilities including attending strategy calls, attendee outreach, and event logistics.
Take ownership of tasks related to general office maintenance, including ordering supplies and facilities management.
General administrative duties including writing correspondence, answering phones, database maintenance, processing mail and checks, and organizing travel plans.
As tasks are mastered, duties may be supplemented with other projects of increasing responsibility to further enhance business development and client servicing efforts.
Approximate Hours:
8am-5pm.
Flexibility to work overtime as workload demands change.
Total compensation is competitive and comprised of base salary plus overtime.
What We're Looking For:
People who possess strong analytical and communication skills, resourcefulness, and an ability to build relationships.Accomplished team players who thrive in a rigorous and challenging environment.Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere.Individuals who have a bachelor's degree with excellence in academics and strong leadership experience.Proficiency in Microsoft Office is required.Who We Are:
About ABWe are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe.
With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple:
to be the most trusted investment firm in the world.
We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.How We Invest in You:
AB's purpose is to pursue insight that unlocks opportunity.
It is why we exist and what we work at every day.
Our shared values define how we work.
They're a foundation of our culture, which empowers all of us to be our complete selves - and contribute our distinctive talents.
We invest in one another, strive for distinctive knowledge, speak with courage and conviction, and act with integrity - Always! We recognize the value of investing in one another, fostering growth and advancement while meeting evolving individual needs.
That's why we've crafted a competitive benefits package and focused intently on developing a holistic approach to employee well-being.
Here are a few highlights of what we have to offer:
Competitive compensation offeringsRetirement plans with matching employer contribution and no fees on core investmentsA holistic employee benefit package to support your and your family's health and wellnessFlexible time offHybrid work modelMentoring ProgramsAllianceBernstein(AB) is a global investment-management firm providing industry-leading research and investment solutions through a combination of innovation, intellectual curiosity, and relentless ingenuity.
We offer high-quality research and diversified investment services to institutional and individual investors worldwide.
Our clients include some of the world's top institutions as well as private-wealth clients and retail investors.
Through close partnerships with our clients, we collaborate on investment strategies across regions and sectors to inspire innovative thinking and deliver superior outcomes.
We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique.
We offer our talent the opportunity to grow professionally while working on cutting-edge ideas and outcomes in a global culture that operates as a tight-knit community.
If you're ready to innovate and grow your career, join us.#bernsteinpwmMinneapolis, MinnesotaSummaryLocation:
Minneapolis, MinnesotaType:
Full time
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