Job Responsibilities: Manager
Salary: $20-25 An Hour
Company: AB
Location: Columbus, USA
Educational Requirements: Bachelor's Degree
Activity Description
We're seeking a manager of customer services to join Bernstein's personal Wealth management workplace in San Francisco. This position is accountable for coping with all elements of the office’s personal Wealth control income guide and patron service capabilities. Key responsibilities consist of the following:
- Recruit, expand and manage multiple groups of associates and Coordinators liable for the aid function of monetary Advisors and their clients
- Power a positive subculture via arms-on engagement with teams in areas which include investment understanding, career improvement and remarks
- Associate with the dealing with directors and economic Advisors to make certain continuity of commercial enterprise and consumer service excellence
- Implement strategies and branch rules with groups
- Liaise with management in different commercial enterprise units (i.E. Portfolio management, prison, operations, and so forth.) to drive effects for clients
- Serve as a useful resource to financial Advisors and groups concerning carrier-associated inquiries and exceptions
- Control operational, firm and customer chance via due diligence and powerful communique
- Evaluate and approve various transactions and exceptions
- Oversee aid distribution and headcount
Activity qualifications
Ideal candidate must have expertise of the personal Wealth management business (services, procedures, and many others.). The right candidate additionally:
- Possesses strong interpersonal, communication and management abilties
- Works well independently beneath strain and as a part of a crew
- Bachelor’s diploma and collection 7 license
- 3+ years managerial enjoy
DESIRED QUALIFICATIONS
- Managers must become collection nine and 10 certified within six months of beginning
Department Description
Bernstein private Wealth control advises excessive-internet-well worth clients on planning for—and living with—the complexities that come with wealth. We specialise in addressing demanding situations that enlarge nicely past wealth control by way of providing a tremendous community of sources customized to clients’ values and desires.
Bernstein is distinguished amongst essential wealth managers via its holistic technique, flexible manner, progressive studies, sophisticated modeling, and contemporary investment answers. Our human beings are our gain. Our collaborative way of life approach every client is supported via a group of experts aligned with a shared feel of motive.
Bernstein is a commercial enterprise unit of AllianceBernstein, which ranks amongst the biggest investment managers inside the global, with four,000 employees across 57 locations in 26 nations and over $600 billion in belongings beneath control.
Be part of us in pursuing insights that free up opportunities. Analyze more at www.Bernstein.Com
In accordance with applicable law, the minimum and most base annual revenue for this position is as follows: Base revenue: $a hundred and twenty,000. Actual base salaries can also range based totally on elements which includes but no longer limited to schooling, education, experience, beyond performance, and other job-associated factors. Base earnings is just one factor of overall reimbursement at AB, which might also include, relying on eligibility, blessings, commissions, yr-give up incentive reimbursement, and different incentives.
