FAQs
What is the role of a Private Wealth Operations Associate?
The Private Wealth Operations Associate supports multiple Wealth Advisors and their clients by managing aspects of client service, including administrative, transactional, and operational functions within the Private Wealth group.
What kind of training will be provided for this position?
Associates will participate in a comprehensive training program that includes formal classroom learning and on-the-job training to build foundational knowledge and develop skills necessary for operational tasks and client service excellence.
What qualifications are required for this position?
The ideal candidate should have a postgraduate/Master's degree in business, finance, or economics, along with 2 to 3 years of industry experience. Strong analytical, communication skills, and proficiency in Word and Excel are also required.
Is this position suitable for fresh graduates?
No, the position requires candidates to have 2 to 3 years of industry experience in addition to a postgraduate/Master's degree.
Where is the job located?
The position is based in Pune, India.
What type of work environment can a candidate expect?
The work environment is collaborative and fast-paced, requiring attention to detail and the ability to multitask under pressure.
Will associates have the opportunity to network with senior professionals?
Yes, associates will interact and network with senior professionals throughout the firm to facilitate their career success.
What are some of the operational tasks the associate will be responsible for?
The associate will handle tasks such as performance reporting, meeting preparation for clients/prospects, account creation and maintenance, and portfolio analysis.
What qualities is the company looking for in a candidate?
The company seeks accomplished team players who are detail-oriented, capable of multitasking, and able to perform well under pressure in a challenging environment.
Are there opportunities for career development in this role?
Yes, the role offers exposure to various internal business partners and departments within Bernstein Private Wealth Management, contributing to career development.