Client Relationship Associate

AllianceBernstein • San Antonio, TX

1d • Hybrid

About The Position

AllianceBernstein Investor Services (ABIS) is the transfer agent for AB mutual funds distributed through retail intermediaries. The members of this team leverage various desktop tools and proprietary systems to access shareholder account information, process financial transaction and maintenance and perform other functions. The role is 5 days per week (weekdays) and requires work in office for 4 days per week.

Requirements

• Strong written and verbal communication skills
• Strong organization and follow up skills
• Proficient in the use of office desktop packages such as Outlook, Word, and Excel
• Ability to work in a fast-paced environment and able to adapt to change
• Ability to work independently, when applicable, and cooperatively in a team setting
• Candidate must be customer focused and extremely flexible
• Demonstrate the ability to further develop skills through training and as provided through coaching and feedback
• Willing to learn new applications as needed based on job requirements and changes that may take place
• PC proficiency, proven ability to multi-task, excellent attention to detail, strong problem-solving skills and excellent verbal and written communication.

Nice To Haves

• Knowledge of mutual fund operations is preferred, but not required
• Knowledge within the financial industry is helpful but not required.

Responsibilities

• Answering calls from AB shareholders, investment professionals and internal groups
• Processing account transactions and updates
• Performing various forms of account research and reviewing and producing shareholder correspondence
• Other tasks, project and roles as business needs arise

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed