AB is a research-driven organization that is global in scope and client centred in its mission. It delivers preeminent investment services in key asset classes including Growth Equities, Value Equities, Blend Strategies, Fixed Income and Alternatives. Our range of services, global research coverage and ability to serve clients virtually anywhere make AB a pre-eminent resource for institutional and retail investors worldwide.
The Southern European division of AB is comprised of client/distributor-focused Advisors & Associates as well as consultant-focused and marketing professionals dedicated to building and servicing our client base in Europe. Within the division, Client Relations Associates work in a team environment, comprised of Advisors, Associates, Marketing and Assistants, to support client service and prospecting efforts for the region.
The purpose of this role is to support the Sales Advisors in servicing Institutional clients, Retail Distributors and sub- advisory business, primarily in Southern Europe, as well as supporting business development efforts with clients and prospects. The successful candidate will work as a team with the Advisors/Wholesalers and other Associates in the region to develop mutually beneficial relationships with clients and the distribution community.
The successful candidate will be a motivated self-starter, eager to learn about the global asset management business and capable of working in a fast-paced environment. Candidates must be detail-oriented and possess strong analytical, communication, and organisational skills. The ability to work successfully in a team is a must. An undergraduate university degree is mandatory and prior professional work experience is desirable. A strong work ethic and healthy ambition for responsibility is also essential.
The Associate coordinates all client activity and provides the central point of reference for internal and external contacts associated with a client relationship. Associates are in constant communication with clients and various internal departments to ensure client expectations are met or exceeded—they are the advocates for the client. This includes building effective and trusted relationships first and foremost with their Advisors, but also with portfolio management, operations and client reporting, legal and compliance, among others.
Associates are responsible for handling all client, consultant and prospect requests specific to the relationships to which they are assigned. This includes, but is not limited to:
As appropriate, Associates will be asked to participate in department and firm-wide projects and initiatives.