Client Relationship Associate

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.

Job Description Summary

We are seeking a San Antonio based Client Relationship Associate to join our Client Services Department in Global Technology & Operations.

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 is a key role for our firm providing assistance to shareholders, advisors and other investment professionals who call into our service center

Applications and business or enterprise functions the role supports

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.  

What you’ll do:

• 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, project and roles as business needs arise

• Role is 5 days per week (weekdays) and requires work in office for 3 days per week

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.

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 you to learn about other areas within ABIS, which can serve as an opportunity for your professional development and career path with AB.

What we’re looking for:

• Knowledge of mutual fund operations is preferred, but not required

• Strong written and verbal communication skills

• The successful candidate will have strong organization and follow up skills

• Proficient in the use of office desktop packages such as Outlook, Word, and Excel

• Ability to work in a fast-paced environment and able to adapt to change

• Ability to work independently, when applicable, and cooperatively in a team setting

• Candidate must be customer focused and extremely flexible

• Demonstrate the ability to further develop skills through training and as provided through coaching and feedback

• Willing to learn new applications as needed based on job requirements and changes that may take place

• PC proficiency, proven ability to multi-task, excellent attention to detail, strong problem-solving skills and excellent verbal and written communication.

• Knowledge within the financial industry is helpful but not required.

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.