Teams at AllianceBernstein

Supports Financial Advisors serving high-net-worth clients through portfolio analysis, account maintenance, client meeting preparation, wealth planning support, and relationship management. Partners with advisors to grow the business, delivers exceptional client service, and participates in comprehensive training covering investments, trusts and estates, wealth planning, sales, and financial management.

Supports investment guideline compliance through reviewing client restrictions, coding and testing rules in compliance systems, performing data integrity checks, maintaining records, updating restricted lists, producing reports, and responding to inquiries. The role requires collaboration with portfolio management, trading, risk, data management, technology, and other internal and external stakeholders. Familiarity with Excel, investment compliance tools, fixed income, fund regulations, ESG data, SQL, or MS Access is beneficial.

Supports multiple financial advisors by preparing client meeting materials, managing calendars, handling client inquiries, coordinating events, maintaining databases, overseeing expenses, arranging travel, supporting reception, ordering supplies, and managing general office tasks. The role requires strong organization, communication, client service, prioritization, and attention to detail in a fast-paced wealth management environment.