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AllianceBernstein

AllianceBernstein

60 jobs near Columbus, OH

AllianceBernstein

Coordinator

Cleveland, OH · On-site

$60K - $65K/yr

We are seeking a Private Wealth Coordinator (PWC) for Bernstein Private Wealth Management, a unit of AllianceBernstein, L.P. The PWC will work in a dynamic, trust-based partnership with skilled ...

AllianceBernstein

Trade Support Analyst

Nashville, TN · On-site

Support AllianceBernstein ETF Operations * Confirmation, Affirmation and instruction of all Equity Trades * Liaise with internal stakeholders / brokers on resolution of any trade discrepancies due to ...

AllianceBernstein

Private Wealth Manager

San Diego, CA · On-site

$108K - $117K/yr

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,000 employees across 57 locations in 26 countries and over $600 billion in ...

AllianceBernstein

VP/Wealth Advisor

Stamford, CT · On-site

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with over 4,000 employees across 57 locations operating in 26 countries and ...

AllianceBernstein

Private Wealth Associate

Philadelphia, PA

$16 - $21.25/hr

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in ...

AllianceBernstein

Associate - Estate Admin Team

Nashville, TN · On-site

$17 - $21/hr

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,300 employees across 52 locations in 26 countries and over $785 billion in ...

AllianceBernstein

Associate

Cleveland, OH · On-site

$15.25 - $20.25/hr

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in ...

AllianceBernstein

Private Wealth Associate

Philadelphia, PA · On-site

$16 - $21.25/hr

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in ...

AllianceBernstein

Associate

Los Angeles, CA

$17 - $22.75/hr

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in ...

AllianceBernstein

Associate

Nashville, TN · On-site

$15.25 - $20.25/hr

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in ...

AllianceBernstein

Associate

San Francisco, CA

$18.50 - $24.75/hr

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in ...

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Coordinator

AllianceBernstein

Cleveland, OH • On-site

$60K - $65K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 8 days ago

Job description

We are seeking a Private Wealth Coordinator (PWC) for Bernstein Private Wealth Management, a unit of AllianceBernstein, L.P. The PWC will work in a dynamic, trust-based partnership with skilled Financial Advisors to serve a broad range of clients' needs. As a liaison between Financial Advisors and both internal and external clients, the Private Wealth Coordinator plays a vital role in client relationships.
A Private Wealth Coordinator will:

  • Support multiple Financial Advisors.

  • Initiate and respond to client requests.

  • Answer internal and external telephone calls within your team and while covering the reception desk as necessary.

  • Prepare presentations and reports for Advisors' high net worth clients, prospects and intermediaries.

  • Schedule and maintain meetings, appointments and travel plans to effectively manage Advisor's calendar.

  • General administrative duties including writing and editing correspondence, answering phones, contact data maintenance, filing and processing expense reports.

  • As tasks are mastered, administrative duties may be supplemented with other projects of increasing responsibility.

  • Approximate Hours: 8:00 am - 5:00 pm. Flexibility to work overtime as workload demands change.

  • Total compensation is competitive and comprised of base salary plus overtime.

Job Qualifications
The ideal candidate should have 1-2 years of experience as a coordinator, administrative or executive support in a corporate or professional office.

  • Excellent verbal and written communication skills for heavy client interaction.

  • Effective interpersonal skills and flexibility to adapt to a variety of personalities.

  • Strong organizational skills and attention to detail.

  • Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment.

  • Working knowledge of Microsoft Word, Excel and PowerPoint.

Desired Qualifications

  • Bachelor's degree

  • Financial services industry experience

Department Description
Bernstein Private Wealth Management ("Bernstein"), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments and foundations, and institutions to help them reach specific financial objectives. Bernstein Private Wealth Management is distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. Bernstein's integrated approach allows the firm to tailor each client's portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on AB's deep research expertise across asset classes and geographies.

In accordance with applicable law, the minimum and maximum annual salary for this role is as follows: Base Salary Range: $60,000 to $65,000. This role is eligible for overtime. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition, AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off.

#BernsteinPWM

Cleveland, Ohio

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