FAQs
What is the main responsibility of a Private Wealth Operations Associate?
The main responsibility of a Private Wealth Operations Associate is to support multiple Wealth Advisors and their clients by managing client service processes, including administrative, transactional, and operational functions within the Private Wealth group.
What qualifications are required for this position?
The ideal candidate should have a postgraduate or master's degree in business, finance, or economics, along with 2 to 3 years of industry experience. Additionally, strong analytical and communication skills, attention to detail, and proficiency in Word and Excel are required.
Will there be training provided for the role?
Yes, Private Wealth Operations Associates will participate in a comprehensive and robust training program that includes both formal classroom training and on-the-job learning to develop the necessary skills for client service excellence and operational tasks.
Where is this position located?
This position is located in Pune, India.
What type of work environment can I expect in this role?
You can expect a fast-paced work environment that involves collaboration with Wealth Advisors, Client Service Associates, and senior professionals throughout the firm, ensuring exceptional service to clients.
Is previous experience in the finance industry necessary for this role?
Yes, candidates should have 2 to 3 years of industry experience to be considered for the position of Private Wealth Operations Associate.
What software skills are required for this position?
Proficiency in Microsoft Word and Excel is required for the role of Private Wealth Operations Associate.
What opportunities for career growth will be available?
As a Private Wealth Operations Associate, you will have the opportunity to interact and network with senior professionals and gain exposure to various departments within Bernstein Private Wealth Management, providing a pathway for career development.