AVP/Manager Private Wealth Client Services

Role Overview: As a Manager of Client Services at Bernstein's Private Wealth Management office in Pune, India, your primary responsibility will be to lead a dynamic and cross-functional team. Your role involves coaching and developing Support Associates, understanding and executing complex strategies, ensuring client experience excellence, providing financial stewardship of clients' assets, and fostering a diverse and inclusive office culture. Key Responsibilities: - Recruit, develop, and manage multiple teams of Support Associates responsible for supporting Wealth Advisors and clients - Drive a positive culture through hands-on engagement in areas such as investment knowledge, career development, and feedback - Partner with Client Service Managers to maintain business continuity and ensure client service excellence - Implement procedures and department policies with teams - Collaborate with leadership in other business units to drive results for clients - Serve as a resource to Client Service Managers and teams for service-related inquiries - Manage operational, firm, and client risk through due diligence and effective communication - Review and approve various transactions and exceptions - Oversee resource distribution and headcount Qualifications Required: - Knowledge of the Private Wealth Management business, including services and procedures - Strong interpersonal, communication, and leadership skills - Ability to work well independently under pressure and as part of a team - Bachelor's degree or equivalent in business, finance, or economics with excellent academic performance and strong leadership experience - Minimum of 3 years of managerial experience Please note that the Department Description provided by Bernstein Private Wealth Management showcases their dedication to serving as confidants to astute investors, offering innovative research, sophisticated modeling, and cutting-edge investment solutions to guide clients towards a more meaningful future. Their advisors act as dedicated fiduciary partners, providing impactful insights, real-world experience, and a shared sense of purpose to make clients' dreams a reality. Role Overview: As a Manager of Client Services at Bernstein's Private Wealth Management office in Pune, India, your primary responsibility will be to lead a dynamic and cross-functional team. Your role involves coaching and developing Support Associates, understanding and executing complex strategies, ensuring client experience excellence, providing financial stewardship of clients' assets, and fostering a diverse and inclusive office culture. Key Responsibilities: - Recruit, develop, and manage multiple teams of Support Associates responsible for supporting Wealth Advisors and clients - Drive a positive culture through hands-on engagement in areas such as investment knowledge, career development, and feedback - Partner with Client Service Managers to maintain business continuity and ensure client service excellence - Implement procedures and department policies with teams - Collaborate with leadership in other business units to drive results for clients - Serve as a resource to Client Service Managers and teams for service-related inquiries - Manage operational, firm, and client risk through due diligence and effective communication - Review and approve various transactions and exceptions - Oversee resource distribution and headcount Qualifications Required: - Knowledge of the Private Wealth Management business, including services and procedures - Strong interpersonal, communication, and leadership skills - Ability to work well independently under pressure and as part of a team - Bachelor's degree or equivalent in business, finance, or economics with excellent academic performance and strong leadership experience - Minimum of 3 years of managerial experience Please note that the Department Description provided by Bernstein Private Wealth Management showcases their dedication to serving as confidants to astute investors, offering innovative research, sophisticated modeling, and cutting-edge investment solutions to guide clients towards a more meaningful future. Their advisors act as dedicated fiduciary partners, providing impactful insights, real-world experience, and a shared sense of purpose to make clients' dreams a reality.