Current jobs related to Private Client Servicing Analyst - San Antonio - AllianceBernstein
-
Private Client Services Analyst
4 weeks ago
San Francisco, California, United States ICONIQ Capital Full time*Ideal Candidates: College Seniors* The Analyst plays a pivotal role within the ICONIQ Capital client services team, dedicated to providing exceptional support to our ultra-high-net-worth clientele in a dynamic and fast-paced setting. This position involves assisting in the delivery of tailored, top-tier solutions across various domains, including lifestyle...
-
Tax Senior Manager
4 months ago
San Antonio, United States Weaver Full timeThe Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of...
-
Tax Director | Private Client
3 weeks ago
San Antonio, United States Forvis Mazars, LLP Full timeGeneral Information Name: Tax - Director - Private Client Posting Title: Tax Director | Private Client Ref #: 2229969 Date Published: Monday, February 26, 2024 City: Austin State: Texas Country: United States Job Category: Tax Office: Austin TX (Forvis) Advertised Location: US-TX-Austin, US-TX-San Antonio Working Time: Full Time Description & Requirements...
-
Client Relationship Specialist
4 weeks ago
San Francisco, California, United States Nasdaq Private Market Full timeNasdaq Private Market ("NPM") stands as a leading independent entity, offering premier secondary liquidity solutions for private securities. Our marketplace is designed to provide liquidity to individual shareholders of private companies. Operating within a dynamic fintech landscape, NPM delivers innovative, comprehensive solutions that facilitate seamless...
-
Client Services Coordinator
4 weeks ago
San Rafael, California, United States Private Ocean Full timeThis document outlines the essential responsibilities and expectations for the role of a Receptionist within the organization. It is important to note that this is not an exhaustive list; duties may evolve or be added as necessary.Overview of Key ResponsibilitiesThis role is primarily administrative in nature. The individual will be a vital member of the...
-
Client Services Coordinator
4 weeks ago
San Rafael, California, United States Private Ocean Full timePosition OverviewThis role encompasses a range of responsibilities essential to the efficient operation of the front desk and client service functions. The individual will play a crucial role in supporting the team at Private Ocean, ensuring a seamless experience for clients and visitors alike.Key ResponsibilitiesWelcome and assist clients and guests upon...
-
Client Services Coordinator
4 weeks ago
San Rafael, California, United States Private Ocean Full timeThis document outlines the essential responsibilities and duties expected of an Administrative Support Specialist. It is important to note that this is not an exhaustive list; responsibilities may evolve or be added as necessary.Overview of Key ResponsibilitiesThis role is pivotal within the Private Ocean client service team, primarily assisting Advisors in...
-
Tax Director | Private Client
3 months ago
San Antonio, United States FORVIS, LLP Full timeDescription & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expand your flexibility to...
-
Client Relations Specialist
4 weeks ago
San Francisco, California, United States Nasdaq Private Market Full timeCompany OverviewNasdaq Private Market ("NPM") is a leading independent entity providing exceptional secondary liquidity solutions for private securities. Our marketplace facilitates liquidity for individual shareholders of private companies, enhancing their financial flexibility. Operating within a dynamic fintech landscape, NPM leverages over 40 years of...
-
Tax Director | Private Client
1 week ago
San Antonio, United States Forvis Mazars, LLP Full timeGeneral information Name Tax - Director - Private Client Posting Title Tax Director | Private Client Ref # 2229969 Date Published Monday, February 26, 2024 City Austin State Texas Country United States Job Category Tax Office Austin TX (Forvis) Advertised Location US-TX-Austin, US-TX-San Antonio Working time Full Time Description & Requirements Forvis...
-
Private Client Tax Specialist
3 weeks ago
San Antonio, Texas, United States FORVIS Full timePrivate Client Tax ConsultantBecome a vital part of Forvis' team as a Private Client Tax Consultant, where you will deliver tax compliance and advisory solutions tailored for individuals, families, and fiduciaries. Our dedicated professionals, comprising CPAs and legal experts, collaborate to assist clients in enhancing and safeguarding their financial...
-
Senior Financial Analyst, Private Markets
1 week ago
San Antonio, Texas, United States SS&C Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Analyst to join our Private Markets team at SS&C. As a key member of our team, you will be responsible for providing technical training and sharing fund knowledge with team members, reviewing client deliverables, and serving as the primary liaison for our book of business.Key...
-
Lead Analyst, Client Services
4 weeks ago
San Francisco, California, United States The Ladders Full timeAbout The LaddersThe Ladders is dedicated to providing exceptional investment and financial guidance to a select group of individuals, families, and institutions. Our clientele has made significant impacts across various sectors including business, philanthropy, and government. We pride ourselves on being empathetic problem solvers with a wealth of diverse...
-
Client Service Senior Analyst
4 weeks ago
San Francisco, California, United States The Ladders Full timeAbout The LaddersThe Ladders is dedicated to providing exceptional investment and financial guidance to a select group of individuals, families, and institutions. Our clientele has made significant impacts across various sectors including business, philanthropy, and government. We pride ourselves on being empathetic problem solvers with a wealth of diverse...
-
Tax Director | Private Client
2 weeks ago
San Antonio, Texas, United States Forvis Mazars, LLP Full timeAbout the RoleWe are seeking a highly skilled Tax Director to join our Private Client team at Forvis Mazars, LLP. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.Key ResponsibilitiesProvide tax compliance and advisory services to...
-
Private Equity Analyst
4 weeks ago
San Francisco, United States Selby Jennings Full timeAn established and well-capitalized middle market Private Equity firm is seeking a Private Equity Analyst to join their team. As a Private Equity Analyst, you will have the opportunity to work closely with senior level management. This position offers exposure to a variety of sectors including healthcare, business services, industrial services, etc. Needless...
-
Private Equity Analyst
4 weeks ago
San Francisco, United States Selby Jennings Full timeAn established and well-capitalized middle market Private Equity firm is seeking a Private Equity Analyst to join their team. As a Private Equity Analyst, you will have the opportunity to work closely with senior level management. This position offers exposure to a variety of sectors including healthcare, business services, industrial services, etc. Needless...
-
Tax Senior Associate | Private Client
4 weeks ago
San Antonio, United States Forvis Mazars, LLP Full timeGeneral informationNameTax - Senior Associate - Private ClientPosting TitleTax Senior Associate | Private ClientRef #2232284Date PublishedThursday, April 11, 2024CityAustinStateTexasCountryUnited StatesJob CategoryTaxOfficeAustin TX (Forvis)Advertised LocationUS-TX-Austin, US-TX-San AntonioWorking timeFull TimeDescription & RequirementsForvis Mazars' Private...
-
Tax Senior Associate
2 weeks ago
San Antonio, Texas, United States FORVIS Full timeAbout the RoleWe are seeking a highly skilled Tax Senior Associate to join our Private Client team at Forvis. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, families, and businesses.Key ResponsibilitiesProvide tax compliance and advisory services to high net worth individuals,...
-
Tax Senior Manager
6 days ago
San Antonio, Texas, United States Forvis Mazars, LLP Full timeJob SummaryWe are seeking a highly skilled Tax Senior Manager to join our Private Client team at Forvis Mazars, LLP. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, families, and fiduciaries.Key ResponsibilitiesProvide tax compliance and advisory services to individuals, partnerships,...
Private Client Servicing Analyst
4 months ago
Who We Are:
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.
Who You'll Work With:
We are seeking a San Antonio-based Private Client Servicing Analyst, to join our Private Client Administration team within Private Client Operations.
The Private Client Servicing Team acts as Operational generalists and as a liaison between Sales, Portfolio Management and Operations. The Servicing Analyst plays a key role in nearly all aspects of the AllianceBernstein Private Client Business and will be responsible for servicing a designated client base. The candidate will play an integral role in the day-to-day servicing of Private Client accounts.
What You'll Do:
The Private Client Servicing Analyst provides complete support for the PC channel across the life-cycle of Private Client accounts/relationships and has a heavy daily interaction with Sales, PC Portfolio Management and other Operations teams to support day-to-day servicing.
Key job responsibilities include, but are not limited to
Quality review and open domestic and foreign client accounts on various systems including, custody and accounting systems.
Provide day-to-day reconciliation of custody and accounting systems for all private client accounts.
Collaborate with brokerage firms, banks and transfer agents to transfer client assets into and out of the firm as quickly and efficiently as possible.
Initiate performance measurement process for all new accounts to accurately track and report account performance to clients.
Review account activity and update client cost basis which is integral to timely and efficient trade execution and portfolio management.
Assist in the quality control of account attributes and data for various tax reports provided to clients and to the IRS.
Provide oversight for asset transfers between retirement accounts to effect accurate government reporting.
Field questions from Sales and various other departments supporting firm's mission to provide excellence in client service.
Participate in client related research projects, product launches and other firm wide initiatives.
Support offshore team at AXA Business Services.
Assist in review of communications with end client to validate outgoing cash movement to 3rd party recipients.
What makes this role unique or interesting (if applicable)?
This role will expose the candidate to many different areas within Private Client Operations at AllianceBernstein and provide the individual with an opportunity to learn and grow with the department.
Professional development value of this role (i.e., what learning and professional growth does the role offer the candidate?)
Due to the multi-faceted nature of the role and the diverse group that the Private Client Servicing Analyst will liaise with daily, there are strong opportunities to develop skills across a broad spectrum of Operation functions such a broker-dealer (i.e. asset transfer, dividend collection), portfolio management, tax reporting (i.e. client consolidated 1099 production), among others.
What We Are Looking For:
The candidate should have a working knowledge of the Microsoft Office suite of products (particularly Excel, Word and Power Point).
Bachelor's degree, preferably in Accounting, Business or Finance. College graduates who have had internships in the finance industry will also be considered.
Skills
The candidate should have a working knowledge of the Microsoft Office suite of products (particularly Excel, Word and Power Point).
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.
San Antonio, TexasPDN-9ad79613-312a-48b0-9c52-71e9ac266ce3