Client Specialist - Nashville - AllianceBernstein Holding L.P.

    AllianceBernstein Holding L.P.
    AllianceBernstein Holding L.P. Nashville

    2 weeks ago

    Description
    Job Description
    We are looking for a Client Specialist to join Bernstein's Private Wealth Management team to support the onboarding of clients across all 19 domestic offices. This dynamic role will require candidates to work closely with our internal teams with a specific focus on opening new accounts. This is an exciting and challenging opportunity to partner with Financial Advisors and Private Wealth Associates to handle all aspects of onboarding new high net worth clients. Specialists will walk internal partners through the opening process to complete the required documentation and share their expertise about various types of entities to ensure an exceptional client experience.
    Client Specialists will:
    • Partner with internal business partners in the onboarding of new clients in Private Wealth Management at Bernstein. The Client Specialist will onboard and provide service and support functions to set up new accounts by facilitating the coordination of all aspects of the account creation process
    • Partner with Private Wealth Associates on all aspects of onboarding process to ensure superior client service throughout the process, all client's first interaction with the firm
    • Facilitate the coordination of the transfer of assets from other firms to Bernstein through proactive and diligent review of our transfer process
    • Coordinate with team members in our Legal and Compliance Departments to handle any documentation related account opening items and obtain final approval of new accounts
    Job Qualifications
    Applicants should have a bachelor's degree and possess experience working in client service. Candidates should be client-focused, proactive and creative thinkers, and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere. They should also possess strong interpersonal and communication skills (both written and verbal) and an ability to build internal and external relationships.
    Department Description
    Bernstein Private Wealth Management ("Bernstein"), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments and foundations, and institutions to help them reach specific financial objectives. Bernstein Private Wealth Management is distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. Bernstein's integrated approach allows the firm to tailor each client's portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on AB's deep research expertise across asset classes and geographies.
    Location
    Nashville, TN
    Equal Employment Opportunity Employer
    People of color, women, and LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation. Gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.
    How to Apply
    Please apply through the AB Careers website at Click the Job Search tab, type "Client Specialist" in the Search by Keyword field then filter by State/Province.

  • Work in company

    Client Specialist

    Only for registered members

    We are looking for a Client Specialist to join Bernstein's Private Wealth Management team. This dynamic role will require candidates to work closely with our internal teams on opening new accounts. · Applicants should have a bachelor's degree and possess experience working in cli ...

    Nashville, Tennessee

    1 week ago

  • Work in company

    Client Specialist

    Only for registered members

    +We are looking for a Client Specialist to join Bernstein's Private Wealth Management team to support the onboarding of clients across all 19 domestic offices. · +Partner with internal business partners in the onboarding of new clients in Private Wealth Management at Bernstein. · ...

    Nashville, TN

    1 month ago

  • Work in company

    Client Specialist

    Only for registered members

    as a client specialist at baird you'll play a pivotal role in delivering outstanding client service and operational support to one or more financial advisors. · ...

    Nashville

    3 weeks ago

  • Work in company

    Client Specialist

    Only for registered members

    We are looking for a Client Specialist to join Bernstein’s Private Wealth Management team to support the onboarding of clients across all 19 domestic offices. · Partner with internal business partners in the onboarding of new clients in Private Wealth Management at Bernstein. · ...

    Nashville Full time

    1 month ago

  • Work in company

    Client Services Specialist

    Only for registered members

    This team works closely with high-net-worth individuals and families providing thoughtful wealth management solutions in a collaborative and client-first environment. · ...

    Nashville, TN

    1 month ago

  • Work in company

    Client Relations Specialist

    Only for registered members

    Cumberland Consulting was founded on a simple belief: put our clients' needs first while staying true to their company values. As part of our team, you'll play an essential role in maintaining strong client relationships and ensuring their satisfaction. · ...

    Nashville, United States

    1 week ago

  • Work in company

    Client Services Specialist

    Only for registered members

    This team works closely with high-net-worth individuals and families, providing thoughtful wealth management solutions in a collaborative and client-first environment. · ...

    Nashville

    1 month ago

  • Work in company Remote job

    Client Support Specialist

    Only for registered members

    To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Nashville, Franklin. · ...

    Nashville, TN

    1 month ago

  • Work in company

    Client Receivables Specialist

    Only for registered members

    We are seeking a Client Receivables Specialist to join our team in Atlanta, Dallas, Denver or Nashville offices. The ideal candidate will have experience in law firm collections and/or business to business collections. · ...

    Nashville $75,000 - $100,000 (USD)

    3 weeks ago

  • Work in company

    Client Specialist I

    Only for registered members

    The Client Specialist supports two or more Financial Advisors and works to develop a partnership with their respective advisors to provide high quality customer service and achieve stated revenue and asset goals.Pre-appointment preparation for Financial AdvisorsScheduling appoint ...

    Nashville

    1 month ago

  • Work in company

    Client Support Specialist

    Only for registered members

    To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Nashville, Franklin. As a Client Support Specialist, you will help us to increase customer loyalty ...

    Nashville Full time

    1 month ago

  • Work in company

    Client Intake Specialist

    Only for registered members

    We are a growing litigation firm focused on delivering strategic representation to our clients. Our Client Intake Specialist plays a critical role in ensuring potential clients feel heard, guided, and confident. · Answer incoming phone calls,Gather case information accurately,Sch ...

    Nashville, TN $38,000 - $62,000 (USD) per year

    12 hours ago

  • Work in company

    Client Success Performance Specialist

    Only for registered members

    The Client Success Performance Specialist ensures that healthcare clients realize the full value and patient impact promised during the sales cycle for our Omnichannel Patient Engagement solutions. · Performance Analysis: Compile and analyze client performance data across omnicha ...

    Nashville, TN

    1 week ago

  • Work in company

    Client Success Performance Specialist

    Only for registered members

    The Client Success Performance Specialist ensures that healthcare clients realize the full value and patient impact promised during the sales cycle for our Omnichannel Patient Engagement solutions. · ...

    Nashville

    1 week ago

  • Work in company

    BDC Client Care Specialist

    Only for registered members

    The Business Development Center Representative interacts daily with customers, BDC Manager, Service Advisors, Service Managers and support staff. · ...

    BDC Corporate Nashville, Tennessee

    1 week ago

  • Work in company

    Client Support Specialist

    Only for registered members

    The Client Support Specialist will manage company scheduling requirements, verify, fulfill and inspect high priority orders, · and ensure customer satisfaction through the handling of product returns and exchanges. · ...

    Nashville, TN

    1 month ago

  • Work in company

    Remote Travel Client Care Specialist

    Only for registered members

    As a Remote Travel Client Care Specialist, you will guide clients through their journey from planning to return home. · ...

    Nashville

    1 week ago

  • Work in company

    BDC Client Care Specialist

    Only for registered members

    The Business Development Center Representative is responsible for receiving all incoming service calls, · establishing relationships with customers and scheduling appointments for the Service Department.Receiving inbound service phone calls · Identifying the client's needs and sc ...

    Nashville, TN

    1 month ago

  • Work in company

    Remote Travel Client Care Specialist

    Only for registered members

    As a Remote Travel Client Care Specialist you will guide clients through every stage of their journey from planning to safe return home ensuring seamless stress-free experience by assisting with travel arrangements answering questions managing updates and resolving challenges pro ...

    Nashville, Tennessee, United States

    1 week ago

  • Work in company

    Remote Travel Client Care Specialist

    Only for registered members

    As a Remote Travel Client Care Specialist you will guide clients through every stage of their journey. · ...

    Nashville

    1 week ago

  • Work in company

    Customs Brokerage Specialist, Client Services

    Only for registered members

    + Metro Customs Brokers busca un especialista en brokerage de aduanas para unirse a su división de servicios para clientes. Se requiere experiencia en servicio al cliente en un entorno de brokerage o logística. + Descripción del cargo: · Mantener relaciones con los clientes, coo ...

    Nashville $21.50 - $32.50 (USD) Full time

    1 month ago

Jobs
>
Client specialist
>
Jobs for Client specialist in Nashville