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.Responsibilities
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:
The ideal candidate should have the following:
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