Institutional Client Service Specialist

3 days ago

Nashville, Tennessee, United States AllianceBernstein Full time
Job Summary

We are seeking a highly skilled and motivated Institutional Client Service Specialist to join our team at AllianceBernstein. This role will play a critical 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, producing pre-meeting memos, and coordinating with internal teams.
  • 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.
  • 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

As a leading global investment management firm, AllianceBernstein 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.

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