Private Wealth Support Associate
PuneFull-time2–3 yrsPosted over a month ago
Junior finance role at Sanford C. Bernstein Private in Pune. Needs 2–3 years and a B.Com, BBA or MBA.
About the role
We are looking for a Private Wealth Support Associate to work in a team that supports multiple Wealth Advisors and their clients. The Support Associate will gain exposure to the full breadth of the prospecting & client service processes, as this role is responsible for the aspects of client service management, including the administrative, transactional and operational functions within the Private Wealth group.
What you'll do
- 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
What you need
- Excel
- Wealth management
- Customer service
- Reporting