Senior Client Relationship Associate

AllianceBernstein • San Antonio, TX

1d • Hybrid

About The Position

We are seeking a San Antonio based Client Relationship Associate to join our Client Services Department in Global Technology & Operations. AllianceBernstein Investor Services Client Services is an inbound call center comprised of teams responsible servicing AllianceBernstein (AB) shareholders, financial advisors and other teams within AB. 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. Role is 5 days per week (weekdays) and requires work in office for 3 days per week

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 51 locations operating in 25 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.

Please be advised that AB does not solicit confidential information from job applicants during the screening process, nor extend job offers without the candidate participating in a series of interviews to be properly considered for an open role. If you receive requests for confidential information, outside of the formal interviewing process even if the person asserts that they represent AB, we encourage you not to reply.

Requirements

• Strong written and verbal communication skills
• The successful candidate will have 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: Mid Level
• Education Level: No Education Listed