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Private Wealth Operations Associate

  • Job
    Full-time
    Junior & Mid Level
  • Business, Operations & Strategy
    Banking & Finance
  • Pune
  • Quick Apply

AI generated summary

  • You need a relevant postgraduate degree, 2-3 years of experience, strong analytical and communication skills, attention to detail, and proficiency in Word and Excel.
  • You will support Financial Advisors in performance reporting, meeting prep, account maintenance, and research, while collaborating with Client Service Associates to deliver exceptional service.

Requirements

  • 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.

Responsibilities

  • - 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

FAQs

What is the role of a Private Wealth Operations Associate?

The Private Wealth Operations Associate supports multiple Financial Advisors and their clients by handling various client service management tasks, including administrative, transactional, and operational functions within the Private Wealth group.

What is the training program for Private Wealth Operations Associates like?

The training program is comprehensive and robust, designed to build a foundation of knowledge and develop skills necessary for processing operational tasks and achieving client service excellence. It includes both formal classroom training and on-the-job training.

What qualifications are required for this position?

Candidates should have a postgraduate/Master's degree or equivalent in business, finance, or economics, with strong academic performance and leadership experience. Additionally, 2 to 3 years of industry experience is needed.

What skills are essential for success in this role?

Essential skills include strong analytical and communication abilities (both written and verbal), attention to detail, multitasking under pressure, and proficiency in Microsoft Word and Excel.

Is prior experience in private wealth management necessary?

While not strictly required, having 2 to 3 years of industry experience is preferred, which may include experience in private wealth management or similar fields.

What type of environment can I expect when working as a Private Wealth Operations Associate?

You can expect a rigorous and challenging environment that fosters teamwork and collaboration, allowing for career development and interaction with senior professionals within the firm.

Where is the location for this position?

The position is based in Pune, India.

Will I have the opportunity to interact with Financial Advisors?

Yes, you will partner with Financial Advisors and their Client Service Associates to execute the operational needs of the practice and provide exceptional service.

Is this role suitable for recent graduates?

The role is more suitable for candidates with some industry experience (2 to 3 years); however, recent graduates with strong academic backgrounds and relevant skills may still be considered.

What are the main responsibilities of the position?

Main responsibilities include performance reporting, meeting preparation, account maintenance, account valuation, and handling research requests, all while ensuring timely and accurate completion of tasks.

#FullyInvested

Finance
Industry
1001-5000
Employees
1967
Founded Year

Mission & Purpose

AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $665 billion in assets under management as of February 2023. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. We pursue responsibility throughout our firm—from how we work and act to the solutions we design for clients. AllianceBernstein, L.P. does not transact or advise on any cryptocurrency or related products. In addition, we do not conduct business through Facebook, WhatsApp, or any other social media. Any posts on such sites are fraudulent and have not been made by AllianceBernstein, L.P.