Institutional Client Service Manager

4 days ago

Nashville, Tennessee, United States AllianceBernstein Holding L.P. Full time
About the Role

We are seeking a highly motivated and results-driven Client Manager to join our Institutional Client Service team. As a Client Manager, you will play a crucial part in supporting the day-to-day sales and research efforts across Consultant Relations.

Key Responsibilities
  • Support Consultant Relations Directors in building and deepening relationships with institutional investment consultants.
  • Deliver high-quality service to institutional investment consultants, responding to requests in a timely and efficient manner.
  • Gain a clear understanding of Consultants and their clients' servicing requirements and act as a resolution point for outstanding issues.
  • Conduct thorough meeting preparation, researching consultant firms in advance of each meeting, producing pre-meeting memos, coordinating and participating in prep calls with Portfolio Management teams and other key internal teams, and finalizing meeting materials.
  • Coordinate all meeting follow-ups, liaising with internal teams to ensure consultant needs are met.
  • Partner with internal teams to respond to Requests for Proposal/Information, Due Diligence Questionnaires, and Portal requests.
  • Coordinate/schedule meetings and conference calls with consultants as needed.
  • Leverage the firm's intellectual capital and maintain marketing interests to proactively distribute collateral as available.
  • Partner with client service teams to ensure accurate consultant records are maintained in SalesForce.
Requirements
  • Bachelor's degree, preferably in Finance, Economics, or Marketing, and an excellent academic record.
  • Track record of outstanding performance and achievement.
  • 2-5 years of experience in the financial services industry.
  • A results-orientated self-starter who can quickly understand client/consultant 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/consultants 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 Preqin and eVestment a plus.
About AllianceBernstein

AllianceBernstein is a leading global investment management firm that 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.

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.

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