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Operations Associate- Private Wealth

Operations Associate- Private Wealth

2 - 3 years

3 - 6 Lacs

Pune

Posted:2 weeks ago| Platform:

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Skills Required

Service management Administration Career development Associate Operations Wealth management Client servicing Analytical Asset management Investment management Operations

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a Private Wealth Operations Associate to work in a team that supports multiple Financial Advisors and their clients. This role is responsible for many aspects of client service management, including the administrative, transactional and operational functions within the Private Wealth group. This is an exciting and challenging opportunity that will give qualified candidates exposure to advisors, internal business partners, and many other departments within Bernstein Private Wealth Management.

A Private Wealth Operations Associate will:

Partner with Financial Advisors and their Client Service Associates to execute the operational needs of the practice, such as performance reporting, client/prospect meeting preparation, account maintenance, account valuation, and research requests
Partner with Client Service Associates to accomplish a common goal of providing exceptional service
Interact and network with senior professionals throughout the firm to fuel career success
Ensure accurate and timely completion of responsibilities

Training Program:

Private Wealth Operations Associates will participate in a comprehensive and robust training program. The customized program will enable Associates to build a foundation of knowledge and develop skills needed to process operational tasks, achieve client service excellence and fuel success as a financial professional. Curriculum will be delivered both in a formal classroom and on the job setting.

Qualifications:

The ideal candidate should:

Postgraduate/Masters degree or equivalent in business, finance or economics with excellence in academics and strong leadership experience.
Have 2 to 3 years of industry experience.
Be an accomplished team players who seek a rigorous and challenging environment for their career development. Candidates should be detail-oriented with a strong ability to multitask and work under pressure in a fast-paced atmosphere.
Possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships. Proficiency in Word and Excel are required.

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Operations Associate- Private Wealth