Client Service Advisor

The Client Service Advisor (CSA) resides within AB's Insurance division. This role partners with sales, the ABIS West CRA Team and senior leadership to services our largest Insurer, Equitable. To be successful across all aspects of the role, the CSA must collaborate with teams across the firm-Operations, Investments, Legal & Compliance-and relentlessly identify and promote the needs of AB's clients. The Client Service Advisor reports directly to the Head of Client Service with a dotted line to the Head of Insurance. This role is based in Nashville, TN.

Description

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
• Lead Advisory Committee Sessions with senior leaders of AB & EQH monthly, quarterly, and annually
• 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
• Establish and maintain details of research on potential new business opportunities and assist in building an opportunity pipeline
• 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
• Arrange and host periodic portfolio updates to EQH, working closely with AB investment professionals as needed
• Propose solutions to the needs of the plan and pursue new business opportunities through cross-sale activities
• 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

Qualifications

• Bachelor degree, preferably in Finance, Economics, or Marketing, and an excellent academic record
• At least five 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

Nashville, Tennessee