Private Wealth Coordinator
Miami, Florida US
AB is a leading global investment-management and research firm with more than $500 billion in assets under management and a presence in 22 countries, with more than 3,400 employees worldwide. We serve clients ranging from institutions to individuals and private clients, and we offer independent research, portfolio strategy and brokerage-related services tailored to our clients’ unique needs. With forward-looking perspective and expertise in equities, fixed-income, alternatives and multi-asset strategies, more than 500 investment professionals collaborate to share ideas and make connections across disciplines, geographies, asset classes and sectors. These collective insights drive innovation and better solutions, helping us keep our clients AHEAD OF TOMORROW®.
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.
Bernstein Private Wealth Management’s clients are located around the globe. Bernstein has offices in Atlanta, Boston, Chicago, Cleveland, Dallas, Denver, Houston, Los Angeles, Miami, Minneapolis, New York, Philadelphia, San Diego, San Francisco, Seattle, Tampa, Washington, D.C., and West Palm Beach. Bernstein Private Wealth Management reported $94 billion in assets under management, as of February 28, 2018.
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.
•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
•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
•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
•Working knowledge of Microsoft Word, Excel and PowerPoint.
•Financial services industry experience
AB is an equal opportunity employer.