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Client Service Associate

2 months ago

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

AllianceBernstein is a leading global investment-management firm that offers high-quality research and diversified investment services to institutional investors, financial intermediaries, and private-wealth clients in major global markets. Our client base includes some of the world's leading institutions, as well as private-wealth clients and retail investors. We maintain research, portfolio-management, wealth-management, and client-service offices around the world, reflecting our global capabilities and the needs of our clients.

Client Group Overview

The Client Group has a presence in the Americas, Europe, Asia, and Australia, and is composed of five main areas: Sales & Client Services, Business Development, Product Strategy & Development, Marketing, and Business Transformation. Each area plays a critical role in supporting our clients and driving business growth.

Job Summary

We are seeking a Client Service Associate to join our Defined Contribution (DC) Business Development team. The DC Business Development team works to position and support AB's investment services in large and mega-sized workplace retirement plans (i.e., 401(k) plans) in the US. In this role, the candidate will work in tandem with a Senior Client Service Officer to provide support for all aspects of client servicing, including reviewing and/or producing recurring client deliverables, providing project management support for new client implementations, producing client presentations, and responding to ongoing client inquiries.

Key Responsibilities
  • Preparing and/or reviewing client deliverables, striving for 100% accuracy while meeting deadlines.
  • Developing a thorough understanding of AB's Defined Contribution implementation model and servicing policies, operational processes, drivers of client satisfaction, and cost.
  • Assisting in the implementation and subsequent service delivery for all defined contribution plan sponsor clients.
  • Preparing client presentation materials for use during periodic client servicing meetings.
  • Responding effectively to all client requests, coordinating appropriately with the Senior Client Service Officer and other members of AB's Defined Contribution management team.
Requirements
  • Bachelor's degree, with 1-3 years of experience in the financial services industry, ideally with some experience in defined contribution plans and/or a client service role.
  • Highly service-oriented, with a proven ability to take timely actions needed to satisfy client needs.
  • Strong organizational skills, analytical skills, attention to detail, and the ability to collaborate with internal teams across all levels of the organization.
  • Exceptional verbal and written communication skills.
  • A self-starter able to work independently from the Senior Client Service Officer, effectively engage personnel within AB's Defined Contribution team, and develop strong working relationships with Institutional Advisors and their support staff.
About AllianceBernstein Holding L.P.

AllianceBernstein Holding L.P. is a leading global investment-management firm that offers high-quality research and diversified investment services to institutional investors, financial intermediaries, and private-wealth clients in major global markets.