Private Wealth Support Associate at AllianceBernstein

pune, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

29 Dec, 25

Salary

0.0

Posted On

30 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Communication Skills, Detail-Oriented, Multitasking, Team Player, Client Service, Operational Functions, Performance Reporting, Portfolio Analysis, Account Maintenance, Networking, Leadership, Financial Knowledge, Technology Integration, Research, Investment Services

Industry

Financial Services

Description

Support Associate Company Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients’ most valued asset-management partner. With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, we’re looking for unique voices to help lead us forward. If you’re ready to challenge your limits and build your future, join us. Position Overview: We are looking for a Private Wealth Support Associate to work in a team that supports multiple Wealth Advisors and their clients. The Support Associate will gain exposure to the full breadth of the prospecting & client service processes, as this role is responsible for the aspects of client service management, including the administrative, transactional and operational functions within the Private Wealth group. This is an exciting and challenging opportunity that will give qualified candidates exposure to advisors, internal business partners, and many other departments within Bernstein Private Wealth Management. A Private Wealth Support Associate will: Partner directly with Wealth Advisors and their Client Service Associates to execute the operational needs of the practice, such as performance reporting, client/prospect meeting preparation, account creation and maintenance, & portfolio analysis Partner with Client Service Associates to accomplish a common goal of providing exceptional service Interact and network with senior professionals throughout the firm to fuel career success Ensure accurate and timely completion of responsibilities Training Program: Private Wealth Support Associates will participate in a comprehensive and robust training program. The customized program will enable Associates to build a foundation of knowledge and develop skills needed to process operational tasks, achieve client service excellence and fuel success as a financial professional. Curriculum will be delivered both in a formal classroom and on the job setting. Qualifications: The ideal candidate should: Have a postgraduate/master’s degree or equivalent in business, finance or economics with excellence in academics and strong leadership experience. Have 2 to 3 years of industry experience. Be an accomplished team player who seeks a rigorous and challenging environment for their career development. Be detail-oriented with a strong ability to multitask and work under pressure in a fast-paced atmosphere. Possess strong analytical and communication skills (both written and verbal) and an ability to build internal relationships. Proficiency in Word and Excel are required. Pune, India Pune, India We 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 51 locations operating in 25 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. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria. Please be advised that AB does not solicit confidential information from job applicants during the screening process, nor extend job offers without the candidate participating in a series of interviews to be properly considered for an open role. If you receive requests for confidential information, outside of the formal interviewing process even if the person asserts that they represent AB, we encourage you not to reply.

Responsibilities

The Private Wealth Support Associate will partner with Wealth Advisors and Client Service Associates to execute operational needs, including performance reporting and client meeting preparation. This role involves managing client service tasks and interacting with various internal departments to ensure exceptional service delivery.