Client Analyst Client Analyst …

Alliancebernstein L P
in Lackland Air Force Base, TX, United States
Permanent, Full time
Be the first to apply
Alliancebernstein L P
in Lackland Air Force Base, TX, United States
Permanent, Full time
Be the first to apply
Client Analyst
  • Client Group Analyst Location : Location US-TX-San Antonio ID 2020-6956 Category Operations & Technology Position Type Full-Time
  • Company Overview

    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
    • Experience with SQL or VBA is a plus

    Location: San Antonio, TX, USA

    Options Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Connect With Us! Not ready to apply? for general consideration.

    Software Powered by iCIMS