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. Partnering closely with clients, our research and portfolio management teams collaborate across asset classes, regions, sectors, and investment strategies to spark new thinking and deliver superior outcomes. We foster an inclusive environment that offers opportunities for team members to continually learn, develop their skills, and take on new challenges to progress in their careers.

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 works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth.
  • Business Development is a conduit to the firm's investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis, and education.
  • Product Strategy & Development designs, develops, and manages the firm's global lineup of investment services and considers clients' evolving needs to identify new opportunities.
  • Marketing promotes the firm and its services by creating, packaging, and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events.
  • Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability.
Job Summary

We are seeking a Client Service Associate within 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.

All actions taken will always place the client's best interests first and foremost.

Key Responsibilities

The Client Service Associate plays an integral role in the implementation and ongoing service delivery process for the firm's Institutional Custom Solutions clients. The candidate will interact closely with many internal groups, including Sales & Client Services, Marketing, Legal, and Compliance, as well as external business partners and clients.

  • Preparing and/or reviewing client deliverables striving for 100% accuracy while meeting deadlines. This includes monthly and quarterly reports, fact sheets, and ad-hoc data requests.
  • 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. Participating in weekly implementation meetings and monthly legal and investment priority meetings.
  • 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.
  • Becoming familiar with all client deliverables managed by others within AB's Defined Contribution team, such as quarterly performance reports and participant fact sheets.
  • Collaborating with internal teams and external partners to ensure plan implementations and changes are completed successfully.
Requirements

The ideal candidate should have:

  • A 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.
  • Good judgment, a strong sense of urgency, and initiative.
  • A desire to learn about the industry and AB's investment strategies.
  • Proven track record in meeting deadlines and a keen ability to multi-task and prioritize.
  • Deadline-driven, with the ability to reassess priorities.
  • Client-focused, highly organized, and able to thrive in a culture of relentless ingenuity.
  • Adept at synthesizing data to arrive at a compelling conclusion/tell a story.
  • Collaborative and open to other viewpoints.
Required Skills

The candidate should possess:

  • Proficiency in PowerPoint, Word, and Excel.
  • Outstanding written and verbal communication skills.
  • Strong analytical skills.
  • Highly detail-oriented and organized.

  • Client Service Associate

    3 weeks ago

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

    Job Title: Client Service AssociateWe are seeking a highly motivated and detail-oriented Client Service Associate to join our Defined Contribution Business Development team. As a key member of our team, you will play a critical role in providing exceptional client service and support to our institutional clients.Job Summary:The Client Service Associate will...

  • Client Service Associate

    2 weeks ago

    Nashville, Tennessee, United States The Colony Group Full time

    The Colony Group is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will provide exceptional support to our financial counseling team, assisting with client relationships, account management, and technical support.**Key Responsibilities:*** Assist clients and the wealth management...

  • Client Service Associate

    1 month ago

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

    About AllianceBernsteinAllianceBernstein 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...

  • Client Service Associate

    2 weeks ago

    Nashville, Tennessee, United States AllianceBernstein Full time

    About AllianceBernsteinAllianceBernstein 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...

  • Client Service Associate

    2 weeks ago

    Nashville, Tennessee, United States AllianceBernstein Full time

    About AllianceBernsteinAt AllianceBernstein, we are 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...

  • Client Service Associate

    3 weeks ago

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

    About AllianceBernsteinAllianceBernstein 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...

  • Registered Client Service Associate

    3 weeks ago

    Nashville, Tennessee, United States Raymond James Full time

    Job SummaryCelebrating over 60 years of excellence in the Financial Services industry, Raymond James is seeking a detail-oriented and creative problem solver to join our team as a Registered Client Service Associate. This role provides high-quality administrative support to Financial Advisors, clients, and branch staff, requiring effective communication...

  • Client Associate

    2 weeks ago

    Nashville, Tennessee, United States Wells Fargo Full time

    About this RoleWe are seeking a highly skilled and motivated Client Associate to join our Wealth and Investment Management team at Wells Fargo Advisors. As a Client Associate, you will play a critical role in providing exceptional service to our clients and supporting our Financial Advisors in their daily activities.Key ResponsibilitiesAssist Financial...

  • Client Service Specialist

    4 weeks ago

    Nashville, Tennessee, United States BCI - Brokerage Consultants Inc Full time

    Client Service AssociateAt BCI - Brokerage Consultants Inc, we are seeking a highly skilled Client Service Associate to join our dynamic team. As a Client Service Associate, you will play a vital role in enriching the client experience through effective client service and operational assistance to our Financial Advisors and the team.You will engage with...

  • Client Service Specialist

    2 weeks ago

    Nashville, Tennessee, United States BCI - Brokerage Consultants Inc Full time

    Client Service AssociateAt BCI - Brokerage Consultants Inc, we are seeking a highly skilled Client Service Associate to join our dynamic team. As a key member of our client service team, you will play a vital role in delivering exceptional service to our clients and supporting our Financial Advisors in their daily operations.Key Responsibilities:Relationship...

  • Client Relationship Associate

    2 weeks ago

    Nashville, Tennessee, United States Brown Advisory Full time

    Company OverviewBrown Advisory is a leading independent investment management and strategic advisory firm. Our client-first culture is built on a foundation of trust, expertise, and innovation. We deliver a combination of first-class performance, strategic advice, and the highest level of client service from our offices in multiple locations...

  • Private Client Relationship Associate

    4 weeks ago

    Nashville, Tennessee, United States Brown Advisory Full time

    Job Title: Private Client Relationship AssociateBrown Advisory is seeking a highly motivated and detail-oriented Private Client Relationship Associate to join our team. As a key member of our Private Client Service team, you will be responsible for delivering exceptional client service and support to our high net worth clients.Key Responsibilities:Partner...

  • Private Client Relationship Associate

    6 days ago

    Nashville, Tennessee, United States Brown Advisory Full time

    Company OverviewBrown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice, and the highest level of client service. Our firm has a culture that propels us to innovate and stand out in the industry. We have built and nurtured a client-first culture over...

  • Veterinary Client Service Representative

    4 weeks ago

    Nashville, Tennessee, United States Ethos Veterinary Health Full time

    Job Title: Veterinary Client Service RepresentativeWe are seeking a highly skilled and compassionate Veterinary Client Service Representative to join our team at Ethos Veterinary Health. As a key member of our client service team, you will be responsible for providing exceptional customer service, ensuring a positive experience for our clients and their...

  • Veterinary Client Service Representative

    2 weeks ago

    Nashville, Tennessee, United States Ethos Veterinary Health Full time

    About Ethos Veterinary HealthEthos Veterinary Health is a leading community of veterinary hospitals dedicated to providing exceptional patient care and a supportive work environment for our team members. We are committed to advancing the animal health profession and improving patient outcomes through cutting-edge technology and a collaborative approach to...

  • Tax Senior Associate

    2 weeks ago

    Nashville, Tennessee, United States FORVIS Full time

    Job SummaryWe 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 fiduciaries.Our team includes CPAs and JDs who work closely with financial planners, Wealth Strategists, and Innovation...

  • Associate, Client Support Specialist

    1 month ago

    Nashville, Tennessee, United States S&P Global Full time

    About the Role:We are seeking a highly motivated and detail-oriented Client Support Associate to join our team at S&P Global. As a Client Support Associate, you will be responsible for providing exceptional support to our clients, ensuring their needs are met, and delivering high-quality solutions to drive business growth.Responsibilities and Impact:Develop...

  • Institutional Client Service Manager

    2 weeks ago

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

    About the RoleWe 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 ResponsibilitiesSupport Consultant Relations Directors in building and deepening...

  • Institutional Client Service Specialist

    2 weeks ago

    Nashville, Tennessee, United States AllianceBernstein Full time

    Job SummaryWe 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 ResponsibilitiesSupport Consultant Relations Directors in building and deepening relationships with...

  • Tax Senior Associate | Private Client

    2 weeks ago

    Nashville, Tennessee, United States Forvis Mazars, LLP Full time

    Job SummaryForvis 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 expands your ability to help clients grow,...