AllianceBernstein

  • AVP/Client Support Manager

    Location : Location HK-Quarry Bay
    ID
    2019-6715
    Category
    Operations & Technology
    Position Type
    Full-Time
  • Company Overview

    AllianceBernstein (AB) 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.

    Responsibilities

    Role Overview

    The Client Support Manager is primarily responsible for the management of two key business functions:

    1. Account Transitions - Client onboarding (processing of all transition activity for the Asia-Pacific client base). The main components are the timely and accurate processing of the following core client transitional processes: New Account Opening, Account Closures, Custodian Transitions and In Specie Transfers. The team is also responsible for the opening and maintenance of the local market openings associated with each client.
    2. Client Reporting - responsible for the production of monthly, quarterly, annual and ad-hoc accounting and investment reports for a defined Asia-Pacific institutional client base. 

     

    Responsibilities

    • Actively manage the account the client servicing and client reporting team
    • Project Manage new client onboarding requirements and act as the primary point of contact for any operational client service needs
    • Implementation of change to support the local development of the business and improve the services provided to achieve Operational Excellence
    • Ensure all allocated new clients for the Asia-Pac region are successfully integrated on to the Investment Operations platform. Liaise with the Portfolio Management Group (PMG), Institutional Investment Management (IIM) and all core operational groups to ensure they are set up on internal systems on a timely and accurate basis.
    • Process all allocated client In Specie Funding activities and liaise with PMG and IIM to ensure they are processed on internal systems on a timely and accurate basis
    • Management of the transition process for all allocated Asia-Pacific clients undergoing a custodian transition
    • Processing all allocated client account terminations and ensuring that all the relevant operational groups are notified, and that the termination has been processed and updated on internal systems on a timely and accurate basis
    • Market Openings: Review and update International Trading Accounts required for management of all allocated Asia-Pacific client accounts
    • Manage and own workflow queues to complete all items by internal and external cut off times
    • Ensure accurate client administration processing and provide value added servicing including the escalation of client related processing issues
    • Assist with the review of the implemented procedures and agreed service levels to ensure delivery of services in an accurate and timely manner
    • Assist with the review of client documentation in reference to operational procedures during account onboarding
    • Problem identification and resolution
    • Timely delivery of Client Reports and related queries
    • Implementing and oversight of procedures and agreed service levels to ensure delivery of services are accurate and timely

    Qualifications

    • Minimum of ten years proven Investment Management Operations experience covering Fund Accounting, Fixed Income, and Equity Investments, preferably gained in a Global Asset Management firm
    • Proven people management skills and at least 2 years relevant experience
    • Experience in dealing with foreign advisors, investment managers, custodians’ operations, financial markets and instruments
    • Strategic involvement in leading the implementation of change and control:
      • Organisation and personnel
      • System
      • Processes and Procedures
      • Decisive and innovative approach to problem solving
      • Ability to prioritise and be flexible
      • Senior and Executive management
      • Clients and prospective clients
      • Sales, Marketing and Client Servicing
      • Information Technology
      • Operations Staff
    • Well-developed presentation skills, articulate and confident when engaging internal clients, external partners and other key stakeholders; and
    • Strong relationship skills with a real focus on service delivery to internal clients, external partners and other key stakeholders.

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