Client specialist 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.

Preferred Qualifications
Candidates with SIE and Series 7 & 63 licenses preferred.

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

AllianceBernstein (AB) is a global investment-management firm providing industry-leading research and investment solutions through a combination of innovation, intellectual curiosity and relentless ingenuity. We offer high-quality research and diversified investment services to institutional and individual investors worldwide. Our clients include some of the world's top institutions as well as private-wealth clients and retail investors. Through close partnerships with our clients, we collaborate on investment strategies across regions and sectors to inspire innovative thinking and deliver superior outcomes.

We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique. We offer our talent the opportunity to grow professionally while working on cutting-edge ideas and outcomes in a global culture that operates as a tight-knit community.
If you're ready to innovate and grow your career, join us.

People of color, women, and those who identify as 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.
Nashville, Tennessee

Essential Duties and Responsibilities:

+ Extensive client contact , involved in all activities that align with prospective and existing clients

+ Performs account maintenance including money transfer requests, address changes, etc

+ Serves as liaison and between sales team, compliance, and other business lines throughout the firm

+ Manage account opening process, including but not limited to retrieving relevant executed documentation from clients and compliance with regulatory procedures

+ Review client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation

+ May attend client meetings, prospect meeting, and client/marketing events

Education and/or Work Experience Requirements:

+ 0-2 years' experience required; 2-4 years' experience preferred

+ High School diploma required for consideration (or equivalent); Bachelors preferred.

+ Proven ability to work independently, understand prioritization, effectively handle multiple responsibilities with high degree of accuracy in a high pressured environment

+ Proficient use of Excel, Word, PowerPoint, and utilization of mail merge functionality

+ Licenses FINRA Series 7, 63/66 strongly preferred

+ Appropriate State(s) Life & Health Insurance Licenses preferred

+ Accurate typing, spelling and grammar skills. Proficient with applicable computer software. Good written and oral communication skills. Good organizational and customer service skills. General banking/operations helpful. Excellent consultative sales and cross-selling skills.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

The Client Specialist is the key provider of customer care acting as liaison between clients and our technical laboratory staff. In this position, you will provide our clients with outstanding customer service using excellent communications skills and automated information systems. Must be able to analyze the customers' needs, setup accounts, ensure correct analysis is performed, and transmit the final report of analysis with necessary training.
Job Functions

Communicate with clients, answering or routing questions as appropriate and liaison between client and technical laboratory staff.

Set up new client accounts in the LIMS and in conjunction with Accounting Department; periodically updating client account information as needed.

Receive and log submitted testing samples, identifying sample priority, verifying sample information, noting special requests and instructions. This includes routine, daily samples, special projects and retrieving samples for retesting or additional tests as requested.

Track tests for timely completion and assure clients receive results on timely basis.

Issue reports, certificates, certificate revisions and document accordingly to meet client needs and within SGS guidelines.

Transfer laboratory test information from LIMS to Accounting for invoicing after verifying for accuracy.

Proactively initiate sales with current or prospective clients that contact the laboratory for expanding current testing activities or developing testing solutions for the client's needs.

Train and convert clients to usage of website for results and information.

Inform management staff of all customer concerns.

Maintain records, files and related to duties.

Ensure quality and confidentiality of client and company information and take an active role in updating Quality System.

Maintain quality protocols for testing area and implement preventative practices.

Assist in other areas of the company as needed.

Promote responsibility, good work habits, a positive work environment and improving customer service.

Key position is handling Mayer Seed Line contract

Direct communication with MSL staff and organizing daily contracts that are received.

SeedBin and Vworksheet are the main programs used to maintain these contracts.

Working closely with SGS Client Services once contracts are received to prepare them for further testing or sending out.

This positions requires much detail to organization and meeting peak time demands

Receive/sort testing samples, identifying sample priority, verifying sample information, noting special requests and instructions.

During slow season assisting in other areas of the company as needed.

At all times, comply with SGS Code of Integrity and Professional Conduct.