AllianceBernstein

Investment management and research for institutions

Private Wealth Coordinator

Administrative SupportPosted on Nov 4

Full-timeAtlanta, GA, USAIn-person

About the Job

Requirements

The ideal candidate should have 1–2 years of experience as a coordinator, administrative support professional, or executive support professional in a corporate or professional office.
Strong verbal and written communication skills are needed for extensive client interaction.
Effective interpersonal skills and flexibility to adapt to a variety of personalities are needed.
Strong organizational skills and attention to detail are needed.
The candidate must be capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment.
Working knowledge of Microsoft Word, Excel, and PowerPoint is required.

Responsibilities

Support multiple Financial Advisors.
Initiate and respond to client requests.
Answer internal and external telephone calls within the team and cover 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 Advisors’ calendars.
Perform general administrative duties, including writing and editing correspondence, answering phones, maintaining contact data, filing, and processing expense reports.
As administrative tasks are mastered, take on additional projects of increasing responsibility.
Work approximately 8:00 a.m. to 5:00 p.m. and work overtime as workload demands change.

Desired Qualifications

A bachelor’s degree is desired.
Financial services industry experience is desired.

JobDescription

We are seeking aPrivate 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.

APrivate WealthCoordinatorwill:

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 orexecutivesupport 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

DepartmentDescription

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.

Atlanta, Georgia

About the Company

AllianceBernstein

Investment management and research for institutions

AllianceBernstein provides investment management and research services for individuals, financial advisors, and institutional clients such as pension funds and endowments. It manages assets and offers investment advice, using its global research capabilities to build tailored strategies across asset classes and regions. Revenue comes from management fees and performance-based fees tied to investment results. The company distinguishes itself through its combination of deep research, global reach, and customized solutions, serving a diverse client base and emphasizing collaborative culture and sustainability. Its goal is to help clients navigate change and achieve long-term value by integrating responsible practices into its investment approach.

Company size: 1,001-5,000
Company stage: IPO
Headquarters: Nashville, TN
Founded: 1967

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