We are seeking a San Antonio, Texas based Client Relationship Associate to join our TA Services in Client Services.
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.
The Client Relationship Associate (CRA) is a member of a high performing, client focused team, responsible for assisting shareholders, advisors and other investment professionals who call into our service center. The CRA serves as the “face” of AllianceBernstein to these callers and play a key role in building a positive perception of AB with existing and potential clients. You will receive training to learn our products, systems and client service standards, and are expected to handle these interactions in a manner meeting the quality standards set by AB, its investors and the financial services industry. As progress with your primary role allows, you will be trained to perform other responsibilities such as responding to correspondence, performing account research and handling other tasks and projects as business needs arise.
Describe the applications and business or enterprise functions the role supports:
• SS&C Applications such as SmartDesk, TA2000 Desktop, VISION, AWD and AWD Business Intelligence
• Microsoft Office applications such as EXCEL, ACCESS, WORD
The key job responsibilities include, but are not limited to:
• 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, projects and roles as business needs arise
What makes this role unique or interesting (if applicable)?
The AllianceBernstein Investor Services (ABIS) Call Center is dynamic and fast paced work environment. Volume is influenced by many conditions, such as our national and global economy, financial markets and other conditions affecting our nation and the world. While your primary role is to represent AB with investors and financial professionals calling our service center, you will be responsible for performing a variety of other responsibilities critical to our daily operations.
What is the professional development value of this role, i.e. what learning and professional growth does the role offer the candidate?
In this role, you will have the opportunity to learn about the various products used by AB and the wealth management industry, develop strong problem-solving skills, learn about various operations within the AB transfer agent. This role will require you effectively multi-task and shift between responsibilities. As your performance strengthens, your role will become more versatile, allowing to you learn about other areas within ABIS, which can serve as an opportunity for your professional development and career path with AB.
Job Qualifications (The ideal candidate should have the following):
Knowledge of mutual fund operations is preferred, but not required
PC proficiency, proven ability to multi-task, excellent attention to detail, strong problem-solving skills and excellent verbal and written communication.
Special Knowledge (if applicable):
Knowledge within the financial industry is helpful but not required.
Location: San Antonio, Texas
AB is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the world. AB employs more than 500 investment professionals with expertise in growth equities, value equities, fixed income securities, blend strategies, and alternative investments, and, through its subsidiaries and joint ventures, operates in more than 20 countries. AB’s research disciplines include fundamental research, quantitative research, economic research and currency forecasting capabilities. Through its integrated global platform, AB is well-positioned to tailor investment solutions for its clients. AB also offers independent research, portfolio strategy and brokerage-related services to institutional investors.San Antonio, TexasPosted 2 Days AgoFull timeR0004744
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the globe. With over 3,700 employees across 51 locations operating in 25 countries, 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 want to support you in making your impact. 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.