Client Manager
Job Description
Who You'll Work With:
The Client Service Manager (CSM) resides within AB's Global Institutional team. This critical role partners with sales, insurance operations and reporting teams, investments, business development/marketing, legal/compliance, and senior leadership to service and support clients and also help develop new business across one of AB's key global growth initiatives-third-party insurance asset management. To be successful across all aspects of the role, the CSM should bring a passion for excellence, thrive in a continuous learning environment, enjoy collaborating across teams, and relentlessly identify and promote the needs of AB's clients. This role is based in Nashville, TN.
What You'll Do:
Specific responsibilities will include but are not limited to:
- Oversee all aspects of the day-to-day servicing of this critical relationship, RFPs, from account openings, partnering Legal on agreements and account maintenance
- Understand and document all aspects of the relationship including all touch points (e.g., reporting, billing, presentations, phone calls), issues, and clients' familiarity with AB
- Work with Sales & Sales Leadership on client plans, business-at-risk or other client reports/info
- With minimal direction, lead & drive client matters with internal & external stakeholders, through to fruition
- Proactively maintain a strong working knowledge of AB products and investment processes
- Field and respond to all regular and ad-hoc client queries
- Oversee client and prospect Presentations, Questionnaires, & RFPs
What We're Looking For:
- Bachelor degree, preferably in Finance, Economics, or Marketing, and an excellent academic record
- At least three years of client/sales experience in the financial services industry
- Track record of outstanding performance and achievement
- A belief that client is first and the ability to influence and lead others to prioritize in that way
- Ability to collaborate across all levels of the organization
- Exemplary relationship building skills
- Exceptional verbal and written communication and presentation skills
- Proven track record in meeting deadlines and keen ability to multi-task and prioritize
- Analytical mindset and strong problem solving abilities
- Fluent in Microsoft Word, PowerPoint, and Excel; experience with Salesforce.com a plus
- Series 7 License
Who We Are:
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!
People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria
Nashville, Tennessee
Date Posted
06/06/2023
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