Client Servicing Analyst

Job Description

As a leading global investment management firm, you will be joining AB, which fosters diverse perspectives and embraces innovation to help clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, AB serves institutions, individuals, and private wealth clients in major markets worldwide. The ambition at AB is simple: to be the most valued asset-management partner for clients.In this role, you will report to a Private Client Admin Team Manager and provide support to the AB Private Client Sales force. As part of the Private Client Administration team, you will act as an operational generalist and a liaison between Sales, Portfolio Management, and Operations. Your responsibilities will include servicing a designated client base and playing an integral role in the day-to-day servicing of Private Client accounts.Key Responsibilities:- Achieve the KPIs (TAT and Accuracy) targets in all activities carried out.- Open various types of new accounts and facilitate client onboarding.- Initiate the opening of Alternative Investment accounts.- Set up NPT Philanthropic Impact Fund accounts and possess in-depth knowledge of AB products.- Address customer inquiries regarding new account opening and statement delivery quality control.This role offers a unique opportunity to be exposed to different areas within Private Client Operations at Alliance Bernstein, providing you with the chance to learn and grow within the department.The ideal candidate should be responsible, highly organized, detail-oriented, and productive. Strong interpersonal and clear communication skills, both written and oral, are essential. Problem-solving and analytical skills, as well as the ability to work in a fast-paced, deadline-oriented environment, are crucial. The candidate should also demonstrate the ability to multitask, prioritize, and manage various projects or tasks simultaneously. Independent research and issue resolution skills are also necessary.Qualifications Required:- Bachelors or Masters degree, preferably in Accounting, Business, or Finance.- Zero to 3 years of experience in the financial services industry.Skills:- Working knowledge of the Microsoft Office suite of products, particularly Excel, Word, and PowerPoint.Location: Pune, India As a leading global investment management firm, you will be joining AB, which fosters diverse perspectives and embraces innovation to help clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, AB serves institutions, individuals, and private wealth clients in major markets worldwide. The ambition at AB is simple: to be the most valued asset-management partner for clients.In this role, you will report to a Private Client Admin Team Manager and provide support to the AB Private Client Sales force. As part of the Private Client Administration team, you will act as an operational generalist and a liaison between Sales, Portfolio Management, and Operations. Your responsibilities will include servicing a designated client base and playing an integral role in the day-to-day servicing of Private Client accounts.Key Responsibilities:- Achieve the KPIs (TAT and Accuracy) targets in all activities carried out.- Open various types of new accounts and facilitate client onboarding.- Initiate the opening of Alternative Investment accounts.- Set up NPT Philanthropic Impact Fund accounts and possess in-depth knowledge of AB products.- Address customer inquiries regarding new account opening and statement delivery quality control.This role offers a unique opportunity to be exposed to different areas within Private Client Operations at Alliance Bernstein, providing you with the chance to learn and grow within the department.The ideal candidate should be responsible, highly organized, detail-oriented, and productive. Strong interpersonal and clear communication skills, both written and oral, are essential. Problem-solving and analytical skills, as well as the ability to work in a fast-paced, deadline-oriented environment, are crucial. The candidate should also demonstrate the ability to multitask, prioritize, and manage various projects or tasks simultaneously. Independent research and issue resolution skills are also necessary.Qualifications Required:- Bachelors or Masters degree, preferably in Accounting, Business, or Finance.- Zero to 3 years of experience in the financial services industry.Skills:- Working knowledge of the Microsoft Office suite of products, particularly Excel, Word, and PowerPoint.Location: Pune, India

Keyskills :
Microsoft OfficeExcelWord