Client Group Onboarding & Transitions Project Analyst

AllianceBernstein•San Antonio, TX

About The Position

The Senior Project Analyst supports the servicing efforts of Institutional Investment Management Teams and owns and executes onboarding and transitions for AB institutional client accounts in North America and other regions or client types as needed. The role partners with clients, Sales Client Managers, Client Service Advisors, and internal teams to open, modify, and close accounts and execute complex cash flows involving transition accounts and/or securities in kind. It also manages the setup and maintenance of contracts, fees, and account structures. The Senior Analyst serves as an escalation point for complicated client issues and inquiries requiring investigation and in-depth solutions, and acts as a Client Group subject matter expert on onboarding and transitions. The position reports to a San Antonio-based Manager and works with teams across global locations. It requires a risk-minded, strategic approach, the ability to navigate ambiguity and evolving processes, and fluency in working with subject matter experts across disciplines. AB is a global investment management firm providing research and investment services to institutional, retail, and private-wealth clients. The firm reports having over 4,000 employees across 57 locations in 26 countries and jurisdictions.

Requirements

Bachelor’s degree, preferably in Finance, Economics, or Business, with an excellent academic record.
Minimum 3–5 years of professional experience in a related industry or in finance or banking.
Experience leading projects, including running cross-functional conference calls and managing project plans.
Broad industry knowledge, including familiarity with fixed income, equity, alternatives, and multi-asset products and underlying investments such as stocks, bonds, and derivatives.
Experience with complex operational transactions.
Experience engaging with sales professionals to service clients or provide operational support.

Nice To Haves

Experience with institutional business.
Industry licenses.

Responsibilities

Manage client account openings, transitions, and closings, including monitoring opportunity pipelines, evaluating requirements, delivering welcome packages, establishing service levels, hosting cross-functional calls, managing timelines, and driving outstanding deliverables to completion.
Coordinate complex client-directed cash flows, particularly those involving transition accounts, securities in kind, and/or new fund launches.
Lead client transitions through multiple phases, managing internal and third-party teams and monitoring and escalating challenges, issues, and risks.
Work with Client Managers, Client Service Advisors, and clients to establish and document implementation requirements, and participate in client calls as needed.
Support risk mitigation by helping Error Coordinators, Risk Managers, and Client Service Managers investigate and resolve errors and incidents affecting client accounts.
Review and improve account lifecycle processes in partnership with other groups.
Help manage account-lifecycle tools and documentation, including client welcome packages, checklists, and workflow applications.
Collaborate with implementation teams across the firm to share best practices, raise issues, and develop consistent global processes.
Help ensure metrics are updated and maintained, participate in departmental projects and initiatives, and advance team, department, and firm goals.
Partner with Advisors, Client Service Advisors, and other AB teams to execute client and firm directives accurately and efficiently.