Client SpecialistAllianceBernstein Holding LP • Nashville, Tennessee, United States
Client Specialist
AllianceBernstein Holding LP
- Nashville, Tennessee, United States
- Nashville, Tennessee, United States
À propos
We are looking for a Client Specialist to join Bernstein's Private Wealth Management team to support the onboarding of clients across all 19 domestic offices. This dynamic role will require candidates to work closely with our internal teams with a specific focus on opening new accounts. This is an exciting and challenging opportunity to partner with Financial Advisors and Private Wealth Associates to handle all aspects of onboarding new high net worth clients. Specialists will walk internal partners through the opening process to complete the required documentation and share their expertise about various types of entities to ensure an exceptional client experience.
Client Specialists will:
* Partner with internal business partners in the onboarding of new clients in Private Wealth Management at Bernstein. The Client Specialist will onboard and provide service and support functions to set up new accounts by facilitating the coordination of all aspects of the
Compétences linguistiques
- English
Avis aux utilisateurs
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