Client Group Analyst

Company Description

As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients' most valued asset-management partner.

With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, we're looking for unique voices to help lead us forward. If you're ready to challenge your limits and build your future, join us.

Job Description Summary

We are seeking a San Antonio based Institutional Client Relations Analyst to join our Client Group Team in Global Technology & Operations.

Team/Group Description

The Institutional Client Relations Analyst resides within AB's Investor Services division, supporting the Global Client Group. The Client Group is responsible for delivering the full scope of the firm's investment services to corporations, endowments, foundations, public funds, and financial institutions. The Analyst plays a key role in supporting the Client Group's Sales and Client Service Advisors in servicing client accounts and responding to client requests in a timely and accurate manner.

Role Description

This position will be responsible for supporting the servicing efforts of our Institutional Investment Management Teams. The Analyst is responsible for delivering excellent customer service through coordination with various departments to address client inquiries, provide client data and reports, and execute quickly and accurately to route client guidelines and process of cashflow trades. They will report to a San Antonio TX based Manager and work directly with teams across global locations to support their reporting and client servicing needs.

Applications and business or enterprise functions the role supports

Ensuring exceptional servicing to our external Institutional Clients by supporting the data, reporting, account trade orders (cash flow), guideline and restriction routings and customer inquiry needs of our internal partners and third-party firms (i.e. recordkeepers, investment managers, custodians, trustees and consultants) with whom we partner to support in our business.

Team members execute on a number of tasks ensuring accurate processing of orders, monitoring and maintaining scheduled reporting requirements. We utilize various internal and vendor systems and collaborate with multiple departments to obtain information needed to fulfill client reporting requests by the designated deadline. The team performs validation of accuracy for each of the respective tasks through quality control review.

Key job responsibilities include, but are not limited to

• Own the take-on and execution of custom client reporting, including compliance certifications and due diligence reporting
• Route and monitor client guideline and restriction requests
• Support the implementation of regulatory requirements for client accounts
• Partner with Senior Analyst Team on New Client Onboarding reporting needs, reporting changes resulting from account closings and complex client requests
• Assist with data and reporting utilized in client review and marketing presentations
• Troubleshoot and respond to client inquiries about various topics including:
  • account balances, holdings, and activity
  • fund transfers
  • statement reconciliation
  • online account access, navigation and other trouble shooting
• Keep the Client Managers and Client Service Advisors informed of client account activities, and escalate issues when necessary
• Liaise with various departments (including Sales, Portfolio Management, Legal, and Operations) to maintain client relationships and fulfill client requests; interact with senior professionals throughout the firm
• Help maintain client management database and provide general support to third party firms, advisors and internal teams
• Initiate client directed cash flow requests
• Assist with departmental projects and initiatives as needed

What makes this role unique or interesting (if applicable)?

Individuals with a background in Client Servicing/Reporting would find this position interesting and view it as an opportunity to advance their experience in their designated fields.

Professional development value of this role

A Client Group Analyst has the opportunity to learn about the Institutional Business through interaction with various Teams and Departments who service our external clients. He/she will gain exposure to the systems utilized, reporting and transactional requirements for this business and develop relationships with our Defined Contribution Team, Institutional Teams, Legal/Compliance, Portfolio Management & Senior Management

Job Qualifications (The ideal candidate should have the following)

Qualifications, Experience, Education

An ideal candidate has experience in managing relationships through sales or supporting sales teams.

• Bachelor degree, preferably in Finance, Economics, or Marketing, with an excellent academic record
• 1-3 years of experience in a professional capacity; industry experience is preferred but not required

• Experience with Institutional business is a plus but not required
• Industry licenses are a plus but not required
• Professional, personable, and responsible in manner. Positive, can do attitude.
• Demonstrate initiative and good judgment coupled with the ability to work well under pressure, multitask and shift priorities as needed.

Skills

• Organized, thorough, and conscientious. Establishes priorities and follows through on tasks to completion
• Strong verbal and written communication skills
• Strong problem solving and analytical skills. Number and detail-oriented
• Intellectually curious, ability to learn via different mediums
• Ability to work independently and cooperatively in a team setting
• Proficient in the use of typical office desktop packages, such as Outlook, Word, Excel PowerPoint, Visio and Access
• Experience with SQL or VBA is a plus

Special Knowledge (if applicable)

Provide details if there are unique platforms or tech skills needed for role, they can be added here (this section is sometimes rolled into Skills)

San Antonio, Texas