Senior Client Relationship Associate
AllianceBernstein, San Antonio, Texas, United States, 78208
Who You’ll Work With
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 for servicing AllianceBernstein (AB) shareholders, financial advisors, and other teams within AB. 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 transactions and maintenance, and perform other functions.
What You’ll Do
Answer calls from AB shareholders, investment professionals and internal groups.
Process account transactions and updates.
Perform various forms of account research, review and produce shareholder correspondence.
Execute other tasks, projects and roles as business needs arise.
Role is 5 days per week (weekdays) and requires working in the office 3 days per week.
What We’re Looking For
Knowledge of mutual fund operations is preferred, but not required.
Strong written and verbal communication skills.
Strong organization and follow‑up skills.
Proficiency in office desktop packages such as Outlook, Word, and Excel.
Ability to work in a fast‑paced environment and adapt to change.
Ability to work independently when applicable and cooperatively in a team setting.
Customer‑focused and extremely flexible.
Demonstrated ability to develop skills through training and coaching feedback.
Willingness to learn new applications as needed.
PC proficiency, proven ability to multi‑task, excellent attention to detail, strong problem‑solving skills and excellent verbal and written communication.
Knowledge within the financial industry is helpful but not required.
About AB 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!
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.
San Antonio, Texas
#J-18808-Ljbffr
What You’ll Do
Answer calls from AB shareholders, investment professionals and internal groups.
Process account transactions and updates.
Perform various forms of account research, review and produce shareholder correspondence.
Execute other tasks, projects and roles as business needs arise.
Role is 5 days per week (weekdays) and requires working in the office 3 days per week.
What We’re Looking For
Knowledge of mutual fund operations is preferred, but not required.
Strong written and verbal communication skills.
Strong organization and follow‑up skills.
Proficiency in office desktop packages such as Outlook, Word, and Excel.
Ability to work in a fast‑paced environment and adapt to change.
Ability to work independently when applicable and cooperatively in a team setting.
Customer‑focused and extremely flexible.
Demonstrated ability to develop skills through training and coaching feedback.
Willingness to learn new applications as needed.
PC proficiency, proven ability to multi‑task, excellent attention to detail, strong problem‑solving skills and excellent verbal and written communication.
Knowledge within the financial industry is helpful but not required.
About AB 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!
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.
San Antonio, Texas
#J-18808-Ljbffr