Client Group Operations & Reporting Analyst
About The Position
We are seeking a San Antonio based Analyst to join our Institutional Client Group Operations & Reporting team in Global Technology & Operations. The Client Group Operations & Reporting Analyst (CGA) resides within AB’s Investor Services division, supporting the Global Client Group. The Client Group is responsible for delivering the full scope of the firm’s investment services to corporations, endowments, foundations, public funds, and financial institutions. The Analyst plays a key role in supporting the Client Group’s Sales and Client Service Advisors in servicing client accounts and responding to client requests in a timely and accurate manner. What You’ll Do: This position will be responsible for supporting the servicing efforts of our Institutional Investment Management Teams. The Analyst is responsible for delivering excellent customer service through coordination with various departments to address client inquiries, provide client data and reports, and execute quickly and accurately to route client guidelines and process of cashflow trades. They will report on-site to a San Antonio TX based Manager and work directly with teams across global locations to support their reporting and client servicing needs.
Requirements
- An ideal candidate has experience in managing relationships through sales or supporting sales teams.
- Bachelor degree, preferably in Finance, Economics, or Marketing, with an excellent academic record
- 1-3 years of experience in a professional capacity; industry experience is preferred but not required
- Professional, personable, and responsible in manner.
- Positive, can do attitude.
- Demonstrate initiative and good judgment coupled with the ability to work well under pressure, multitask and shift priorities as needed.
- Organized, thorough, and conscientious. Establishes priorities and follows through on tasks to completion
- Strong verbal and written communication skills
- Strong problem solving and analytical skills. Number and detail-oriented
- Intellectually curious, ability to learn via different mediums
- Ability to work independently and cooperatively in a team setting
- Proficient in the use of typical office desktop packages, such as Outlook, Word, Excel PowerPoint, Visio and Access.
Nice To Haves
- Experience with Institutional business is a plus but not required
- Industry licenses are a plus but not required
Responsibilities
- Own the take-on and execution of custom client reporting, including compliance certifications and due diligence reporting
- Route and monitor client guideline and restriction requests
- Support the implementation of regulatory requirements for client accounts
- Partner with Senior Analyst Team on New Client Onboarding reporting needs, reporting changes resulting from account closings and complex client requests
- Assist with data and reporting utilized in client review and marketing presentations
- Troubleshoot and respond to client inquiries about various topics including account balances, holdings, and activity, fund transfer, statement reconciliation, online account access, navigation and other trouble shooting
- Keep the Client Managers and Client Service Advisors informed of client account activities, and escalate issues when necessary
- Liaise with various departments (including Sales, Portfolio Management, Legal, and Operations) to maintain client relationships and fulfill client requests; interact with senior professionals throughout the firm
- Help maintain client management database and provide general support to third party firms, advisors and internal teams
- Initiate client directed cash flow requests
- Assist with departmental projects and initiatives as needed
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
