International Client Service Analyst

Who you’ll work with:

As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients’ most valued asset-management partner.

With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you’re producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, we’re looking for unique voices to help lead us forward. If you’re ready to challenge your limits and build your future, join us.

We are seeking a San Antonio based International Client Service Analyst to join our International Client Services in Global Technology & Operations.

Team/Group Description

The International Client Service Team specializes in the support of international AB Sales, Product and the back offices of our retail, retirement, and insurance intermediaries.  The member of this team will field inquiries from internal and external clients and work on tasks, projects and issues as needed. The team also supports trading and reporting for the National Securities Clearing Corporation and Canadian FundServ platforms.

What you’ll do:

The International Client Service Analyst is a key role for our firm providing service and support to our internal and external clients such as the back offices of the international and intermediaries and wholesalers selling our international funds.

Applications and business or enterprise functions the role supports

This person will be responsible for providing service and support to our internal and external clients such as the back offices of the international and intermediaries and wholesalers selling our international funds. The best candidate for this position will possess outstanding customer service and problem-solving skills and have a strong level of knowledge regarding operations.  This person will be responsible for other functions held within this team such as NSCC and CFS reject processing, special reporting, audit reviews, daily administrative reporting and any other tasks assigned.  This person will use applications and websites such as CORFAX, Intl AWD, the NSCC, Canadian FundSERV, SharePoint, EXCEL, ACCESS and other applications that may be needed to perform daily responsibilities.

Key job responsibilities include, but are not limited to

 •  Liaison between Dealer back office, Dealer Sales reps, AB sales force, and ABIS Operations.

•  Manage open items and provide specialized support to intermediaries as needed. Create and maintain of daily trade confirmations to assigned firms as needed.

•  Coordinate the processing of trades, corrections and other account activity as needed.

•  Process NSCC & Canadian FundSERV rejects.

•  Establish, maintain, and update Dealer Profiles.

•  Develop and present information related to AB International initiatives and funds.

•  Handle Dealer and AB sales force service inquiries and problem resolution.

•  Monitor for trends from intermediaries and other internal clients such as ABI sales force.

•  Prepare procedure documentation as needed.

•  Support monthly MAR reporting.

•  Perform additional responsibilities as needed, based on department requirements

The person in this diverse and fast-paced role will be exposed to a wide scope of business within our firm.  He or she will be encouraged to be entrepreneurial and will be given the autonomy to manage and develop the client relationships assigned.

The person in this role will have an opportunity to develop skills such as time management, project planning, relationship development, problem solving and communication.  This person will be exposed to many areas within our firms and will become familiar with the processes of various groups over time.

What we’re looking for:

• 4-year college degree or equivalent work experience

• 2+ years mutual fund operations or related experience.

• Working knowledge of Microsoft Outlook, Word, Excel, and Access

Preferred skills:

• Professional, personable, and responsible in manner.

• 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. 

• Ability to work independently and cooperatively in a team setting.

• Knowledge of mutual funds, financial or business operations including:  banking, securities

Who we are: 

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

well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.