AllianceBernstein

  • Client Relationship Associate

    Location : Location US-TX-San Antonio
    ID
    2019-6752
    Category
    Operations & Technology
    Position Type
    Full-Time
  • Company Overview

    Company Description:
    AB is a leading global investment management firm that offers high-quality research and diversified investment
    services to institutional clients, individuals and private clients in major markets around the world. AB employs more than 500 investment professionals with expertise in growth equities, value equities, fixed income securities, blend strategies, and alternative investments, and, through its subsidiaries and joint ventures, operates in more than 20 countries. AB’s research disciplines include fundamental research, quantitative research, economic research and currency forecasting capabilities. Through its integrated global platform, AB is well-positioned to tailor investment solutions for its clients. AB also offers independent research, portfolio strategy and brokerage-related services to institutional investors.

     

    AllianceBernstein is an equal opportunity employer.  We do not discriminate based race, color, creed, national origin, sex, age, disability, marital status, sexual orientation or citizenship status.

    Responsibilities

    In this role you will respond to inquiries in a knowledgeable and courteous manner while working within a team
    environment to maintain the high-quality standards set by AllianceBernstein Investor Services and our clients. The incumbent serves as the “front line” in representing who AllianceBernstein is and in building a positive perception of the Firm with existing and potential clients. 

     

    Associates will work within TA2000, RUMBA, SMART Desk, and StorQM applications. They also utilize the
    AllianceBernstein website to assist clients with on-line account access.

     

    The key job responsibilities include, but are not limited to:
    Responding to customer inquiries with detailed information regarding existing accounts, mutual fund products, fund objectives, and legal requirements. Processing account transactions, updating account history, and
    analyzing/researching account activity and history.

     

     

    Qualifications

    Qualifications, Experience, Education:
    Previous customer service experience, experience in a call center or financial services a plus, and a high school diploma or equivalent.


    Skills:
    PC proficiency, proven ability to multi-task, excellent attention to detail, strong problem-solving skills and excellent verbal and written communication.


    Special Knowledge (if applicable):
    Knowledge within the financial industry is helpful but not required.


    Location: City/State/Country:
    San Antonio, Texas/USA

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