What You'll Do:
We are looking for a NY-based Private Client Retirement Plan Associate that will focus on both servicing Defined Contribution (DC) and Cash Balance (CB) existing and prospective clients. The Associate will work in a team environment supporting both the national small-market DC sales effort and the cash balance plan business for Bernstein Global Wealth Management, a unit of AllianceBernstein. This is an exciting and challenging opportunity to assist both DC Financial Advisors in all aspects of client servicing including analyzing financial information to determine investment strategies for plan participants as well as working with all Financial Advisors on account setup procedures for cash balance plans (including coordinating with outside custodians for account setup and coordinating distributions). Bernstein Global Wealth Management offers a full range of investment services designed to help affluent individuals and families preserve and enhance their wea...