Private Wealth Coordinator
Atlantaonsitemid
Posted today · via Workday
About this role
Job Description We are seeking a Private Wealth Coordinator (PWC) for Bernstein Private Wealth Management, a unit of AllianceBernstein, L.P. The PWC will work in a dynamic, trust-based partnership with skilled Financial Advisors to serve a broad range of clients’ needs. As a liaison between Financial Advisors and both internal and external clients, the Private Wealth Coordinator plays a vital role in client relationships. A Private Wealth Coordinator will: Support multiple Financial Advisors. Initiate and respond to client requests. Answer internal and external telephone calls within your team and while covering the reception desk as necessary. Prepare presentations and reports for Advisors’ high net worth clients, prospects and intermediaries.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Atlanta. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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