A
Hiring companyAllianceBernstein
Verified today
Private Wealth Support Associate
Pune,India Full-time On-site
About the role
Support Associate in Private Wealth team managing client service operations, performance reporting, account creation, portfolio analysis, and meeting prep. Works with Wealth Advisors and Client Service Associates to deliver timely, accurate service and build internal relationships.
What you’ll do
- Partner with Wealth Advisors and Client Service Associates
- Prepare client/prospect meetings
- Create and maintain accounts
- Analyze portfolios
- Ensure timely completion of tasks
What you’ll bring
2-3 years industry experience
Nice to have
- Strong leadership experience
- Analytical and communication skills
- Proficiency in Word and Excel
Skills
WordExcelClient ServicePerformance ReportingPortfolio AnalysisMultitaskingCommunication
Education
Postgraduate/Master's in Business, Finance or Economics