Upload Button Icon Add office photos
filter salaries All Filters

25 AB Global Jobs

Private Wealth Operations Associate

2-3 years

Pune

1 vacancy

Private Wealth Operations Associate

AB Global

posted 5mon ago

Job Description

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 youre 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

Employment Type: Full Time, Permanent

Functional Areas: Other

Read full job description

What people at AB Global are saying

AB Global Benefits

Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
View more benefits

Compare AB Global with

XYZ Corporation

4.6
Compare

JKG Group

1.2
Compare

RST Technologies

4.1
Compare

TCS

3.7
Compare

Accenture

3.8
Compare

Wipro

3.7
Compare

Cognizant

3.7
Compare

Capgemini

3.7
Compare

HDFC Bank

3.9
Compare

Infosys

3.6
Compare

ICICI Bank

4.0
Compare

HCLTech

3.5
Compare

Tech Mahindra

3.5
Compare

Genpact

3.8
Compare

Teleperformance

3.9
Compare

Concentrix Corporation

3.8
Compare

Axis Bank

3.8
Compare

Amazon

4.1
Compare

Jio

3.9
Compare

iEnergizer

4.6
Compare

Similar Jobs for you

Analyst II at Northern Trust Corp.

Pune

1-3 Yrs

₹ 4-8 LPA

Administration - Senior Associate at StateStreet Global Advisor Pvt Ltd

Hyderabad / Secunderabad

3-4 Yrs

₹ 4-6 LPA

Senior Associate at StateStreet Global Advisor Pvt Ltd

Hyderabad / Secunderabad

3-4 Yrs

₹ 3-6 LPA

Administration - Senior Associate at StateStreet Global Advisor Pvt Ltd

Hyderabad / Secunderabad

3-4 Yrs

₹ 4-6 LPA

Senior Support Analyst at NOMURA CAPITAL (INDIA) PRIVATE LIMITED

Mumbai

2-6 Yrs

₹ 6-10 LPA

Business Operations Associate at Razorpay

Bangalore / Bengaluru

3-5 Yrs

₹ 6-10 LPA

Senior Audit Associate at RSM Delivery Center Private Limited (India)

Bangalore / Bengaluru

2-4 Yrs

₹ 6-9 LPA

Senior Audit Associate at RSM US LLP

Bangalore / Bengaluru

2-4 Yrs

₹ 6-10 LPA

Operations Manager at Fiserv India Pvt Ltd

Pune

2-5 Yrs

₹ 6-10 LPA

Management at DWS Group

Bangalore / Bengaluru

2-3 Yrs

₹ 4-7 LPA

Private Wealth Operations Associate

2-3 Yrs

Pune

5mon ago·via naukri.com

Derivative Operations Analyst

1-3 Yrs

Pune

2d ago·via naukri.com

PM Analyst, AB Private Credit Investors

1-5 Yrs

Pune

2d ago·via naukri.com

Private Wealth Operations Associate

2-3 Yrs

Pune

2d ago·via naukri.com

Proposal Writer

2-6 Yrs

Pune

2d ago·via naukri.com

AO/Senior Proposal Writer

5-10 Yrs

Pune

2d ago·via naukri.com

AO/Senior Proposal Writer

5-10 Yrs

Pune

2d ago·via naukri.com

AO/US Investment Accounting Process Leader

7-10 Yrs

Pune

2d ago·via naukri.com

Director of Vendor Risk Management

4-8 Yrs

Pune

13d ago·via naukri.com

Data Scientist / Quantitative Researcher

2-5 Yrs

Pune

13d ago·via naukri.com

Recently Viewed

REVIEWS

Aequs

3.6

(566 reviews)

REVIEWS

ABB

4.1

(2.7k reviews)

JOBS

Systechcorp

255 jobs

JOBS

Amgen

490 jobs

JOBS

Browse jobs

Discover jobs you love

JOBS

Sodexo

No Jobs

SALARIES

Marriott International

No Salaries

COMPANY BENEFITS

PepsiCo

No Benefits

JOBS

IDEMIA

No Jobs

REVIEWS

PepsiCo

No Reviews

write
Share an Interview
How was your last interview experience?
Rate your experience using AmbitionBox
Terrible
Terrible
Poor
Poor
Average
Average
Good
Good
Excellent
Excellent