AllianceBernstein
Join to apply for the
Private Wealth Coordinator
role at
AllianceBernstein 1 day ago Be among the first 25 applicants Join to apply for the
Private Wealth Coordinator
role at
AllianceBernstein Job Description
We are seeking a 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: 8:30 am - 5:30 pm. Flexibility to work overtime as workload demands change. Total compensation is competitive and comprised of base salary plus overtime.
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: 8:30 am - 5:30 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.
Miami, Florida Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at AllianceBernstein by 2x Sign in to set job alerts for “Financial Services Coordinator” roles.
Sr Pricing Analyst - Fintech foundation (100% Remote - USA)
Miami, FL $100,000.00-$200,000.00 1 day ago Miami, FL $80,000.00-$100,000.00 2 weeks ago Miami, FL $65,000.00-$75,000.00 1 week ago Miami Beach, FL $125,000.00-$200,000.00 1 year ago Miami, FL $100,000.00-$105,000.00 1 day ago Miami, FL $66,200.00-$121,800.00 9 hours ago International Private Bank, Investment Professional , Analyst
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Private Wealth Coordinator
role at
AllianceBernstein 1 day ago Be among the first 25 applicants Join to apply for the
Private Wealth Coordinator
role at
AllianceBernstein Job Description
We are seeking a 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: 8:30 am - 5:30 pm. Flexibility to work overtime as workload demands change. Total compensation is competitive and comprised of base salary plus overtime.
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: 8:30 am - 5:30 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.
Miami, Florida Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at AllianceBernstein by 2x Sign in to set job alerts for “Financial Services Coordinator” roles.
Sr Pricing Analyst - Fintech foundation (100% Remote - USA)
Miami, FL $100,000.00-$200,000.00 1 day ago Miami, FL $80,000.00-$100,000.00 2 weeks ago Miami, FL $65,000.00-$75,000.00 1 week ago Miami Beach, FL $125,000.00-$200,000.00 1 year ago Miami, FL $100,000.00-$105,000.00 1 day ago Miami, FL $66,200.00-$121,800.00 9 hours ago International Private Bank, Investment Professional , Analyst
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr