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Client Group Analyst Location : LocationUS-TX-San Antonio ID 2020-6956 Category Operations & Technology Position Type Full-Time
The Client Group Analyst ("Analyst") 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.
AllianceBernstein (AB) is a global investment-management firm providing industry-leading research and investment solutions through a combination of innovation, intellectual curiosity and relentless ingenuity. We offer high-quality research and diversified investment services to institutional and individual investors worldwide. Our clients include some of the world's top institutions as well as private-wealth clients and retail investors. Through close partnerships with our clients, we collaborate on investment strategies across regions and sectors to inspire innovative thinking and deliver superior outcomes.
We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique. We offer our talent the opportunity to grow professionally while working on cutting-edge ideas and outcomes in a global culture that operates as a tight-knit community.
If you're ready to innovate and grow your career, join us.
AllianceBernstein is an equal opportunity employer. We do not discriminate based race, color, creed, national origin, sex, age, disability, marital status, sexual orientation or citizenship status.
We are seeking a San Antonio based Client Group Analyst to join our CGA Team in Client Group U.S. West.
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 fast and accurate processing of orders, providing client reports, and coordinating with other departments to resolve client inquiries. They will report to a San Antonio TX based Manager and work directly with teams in different regions to support their reporting and client servicing needs.
Ensuring exceptional servicing to our external Institutional Clients by supporting the reporting, trade order, presentation and customer inquiry needs of our internal partners and third-party firms (i.e. recordkeepers, investment managers, custodians, trustees and consultants) with whom we partner to support in our business. Accurate processing of orders, monitor and maintain scheduled reporting requirements. Utilize various internal systems and collaborate with multiple departments to obtain information needed to fulfill client reporting requests by the designated deadline. Validate accuracy of data provided through quality control review.
The key job responsibilities include, but are not limited to:
Process cash flow requests
Prepare client review and marketing presentations
Troubleshoot and respond to client inquiries about various topics including: account balances, holdings, and activity fund transfers statement reconciliation corporate and class action instructions online log-on, password reset, navigation and other trouble shooting
Own the take-on and execution of client custom reporting, including compliance certifications and due diligence reporting
Route and monitor client guideline and restriction lists
Support the implementation of regulatory requirements for client accounts
Partner with Senior Analyst on complex client requests
Keep CSA 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
Assist with departmental projects and initiatives as needed
The ideal candidate should have the following:
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
Demonstrate initiative and good judgment coupled with the ability to work well under pressure
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
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
Experience with SQL or VBA is a plus
Location: San Antonio, TX, USA
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