Client Service Adviser

4 weeks ago

Nashville, United States AllianceBernstein Holding LP Full time

Who You'll Work With:

The Client Service Adviser (CSA) resides within AB's Institutional Client Service team. This critical role partners with Sales Advisers, operations, investments, business development, marketing, legal & compliance as well as senior leadership to service and support clients and help develop new business across one of AB's key client segments - North American Institutions (specifically Corporate Pensions and Taft-Hartley Pensions).

To be successful across all aspects of the role, the Client Service Advisor (CSA) should bring a passion for excellence, thrive in a continuous learning environment, enjoy collaborating across teams, and relentlessly identify and promote the needs of AB's clients. This role is based in Nashville, TN.

What You'll Do:

The CSA should expect to be assigned to more complex client relationships on a given base/territory. Responsibilities include but are not limited to:

* Overseeing all aspects of the day-to-day servicing of client accounts. This includes timely and efficient delivery of client reports/materials, fielding and resolving ad-hoc client queries, arranging and preparing for client meetings, routing/overseeing transactional requests etc.
* Leading client matters with internal & external stakeholders through to successful resolution.
* Operating independently (without Adviser/Manager oversight) and serving as the de facto relationship manager for client accounts.
* Assisting with prospecting which may entail arranging meetings, preparing prep memos, conducting research to understand potential opportunities/areas of focus (including use of 3rd party tools such as Preqin, eVestment, Market Lens), tracking and delivering follow-up items post meetings, facilitating RFPs/questionnaires, and managing contact lists for marketing materials/campaigns.
* Establishing their own regular touch points at clients/prospects to ensure strong external relationships that are built on trust and credibility.
* Proactively maintaining a strong working knowledge of AB products, investment processes and operational infrastructure.
* Being proactive to understand and anticipate client requirements/objectives, generating ideas and helping drive solutions to complex client issues as well as opportunities for new business.
* Ability to act as the Adviser's proxy in meetings including client portfolio reviews, operational due diligence visits, prospecting meetings etc.
* Collaborating with Consultant Relations Directors to ensure activity between clients and their consultants are coordinated and effective.
* Overseeing the maintenance of accurate client records in AB's CRM system (Salesforce).
* Working with Sales on client plans, business-at-risk and other client reports/campaigns.
* Communicating client feedback and market trends to senior leadership and being an active contributor to sales and client service strategic goals and planning.
* In time, and subject to performance, CSAs could be allocated their own base of clients/prospects outside of those with Adviser involvement.

What We're Looking For:

* Bachelor's degree, preferably in Finance, Economics, or Marketing, and an excellent academic record.
* Track record of outstanding performance and achievement.
* At least 3-5 years of experience in the financial services industry preferably in client service/sales experience.
* A results-orientated self-starter who can quickly understand client needs and focus on commercial delivery.
* Good organizational skills, ability to manage own priorities and meet hard deadlines.
* Ability to network and develop long-term relationships with clients and internal partners.
* Technical knowledge and/or genuine interest in the Institutional market, asset classes and associated competitive landscape.
* A belief that client is first and the ability to influence and lead others to prioritize in that way.
* Ability to collaborate across all levels of the organization.
* Exceptional verbal, written communication, and presentation skills
* Fluent in Microsoft Word, PowerPoint, and Excel; experience with Salesforce.com, Preqin, and eVestment a plus.
* Series 7 License, or ability to obtain within 6 months of joining.

About AB:

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 3,700 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.

Nashville, Tennessee

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