Support Associate

About the job

Support Associate Company Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients’ most valued asset-management partner. With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Position Overview 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. A Private Wealth Support Associate Will: • Partner directly with Wealth Advisors and their Client Service Associates to execute the operational needs of the practice, such as performance reporting, client/prospect meeting preparation, account creation and maintenance, & portfolio analysis • 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 Training Program Private Wealth Support Associates will participate in a comprehensive and robust training program. The customized program will enable Associates to build a foundation of knowledge and develop skills needed to process operational tasks, achieve client service excellence and fuel success as a financial professional.

Requirements

• Client service management
• Performance reporting
• Account maintenance
• Portfolio analysis
• Communication skills

Qualifications

• Master’s degree or equivalent
• 2 to 3 years of industry experience

Preferred Technologies

• Client service management
• Performance reporting
• Account maintenance
• Portfolio analysis
• Communication skills