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    Company Description: Operations Associate Position Overview

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    Company Description: Operations Associate Position Overview

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    bhaiyyaaglave7020
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    Job description of company

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    JD,,

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    Job description of company

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    2 views2 pages

    Company Description: Operations Associate Position Overview

    Uploaded by

    bhaiyyaaglave7020
    Job description of company

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 2

    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.
    Whether you're producing thought-provoking research, identifying compelling
    investment opportunities, infusing new technologies into our business, or
    providing thoughtful advice to clients, we’re looking for unique voices to help
    lead us forward. If you’re ready to challenge your limits and build your future,
    join us.

    Operations Associate
    Position Overview:
    We are looking for a Private Wealth Operations Associate to work in a team that
    supports multiple Financial Advisors and their clients. This role is responsible for
    many aspects of client service management, including the administrative,
    transactional and operational functions within the Private Wealth group. This is
    an exciting and challenging opportunity that will give qualified candidates
    exposure to advisors, internal business partners, and many other departments
    within Bernstein Private Wealth Management.
    A Private Wealth Operations Associate will:
     Partner with Financial Advisors and their Client Service Associates to
    execute the operational needs of the practice, such as performance
    reporting, client/prospect meeting preparation, account maintenance,
    account valuation, and research requests
     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 Operations 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. Curriculum will be delivered both in a formal classroom and on the
    job setting.

    Qualifications:
    The ideal candidate should:
     Postgraduate/Masters’ degree or equivalent in business, finance or
    economics with excellence in academics and strong leadership experience.
     Have 2 to 3 years of industry experience.
     Be an accomplished team players who seek a rigorous and challenging
    environment for their career development. Candidates should be detail-
    oriented with a strong ability to multitask and work under pressure in a
    fast-paced atmosphere.
     Possess strong analytical and communication skills (both written and
    verbal) and an ability to build internal and external relationships.
    Proficiency in Word and Excel are required.
    Pune, India

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