Client Relationship Associate Client Relationship Associate …

Alliancebernstein L P
à Lackland Air Force Base, TX, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Alliancebernstein L P
à Lackland Air Force Base, TX, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Client Relationship Associate
Client Relationship Associate in San Antonio, Texas | Careers at TX-San Antonio Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Returning Candidate?
  • Client Relationship Associate Location : Location US-TX-San Antonio ID 2019-6503 Category Operations & Technology Position Type Full-Time
  • Company Overview

    We are seeking a San Antonio based Client Relationship Associate to join our Client Services Department.


    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.


    OPS Group Description:
    Provide a brief overview of the OPS group, including the core businesses and business functions and applications the group supports, or, if an enterprise-servicing group, what enterprise functions and applications it supports. 


    Describe the role:

    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.


    Describe the applications and business or enterprise functions the role supports:
    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.


    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.

    • 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.


    What makes this role unique or interesting?

    In this role, CRAs will have the opportunity to develop strong problem-solving skills, the ability to think outside the box, being able to adapt to various communication styles, and the ability to multi-task and shift between responsibilities. Given the versatility of the role, individuals are provided the opportunity to focus on their professional development and career paths within the company.


    What is the professional development value of this role?
    Client Relationship Associates will have the opportunity to enhance their communication and customer service skills. They will work with a diverse client base which will require that they adapt their style of communication to meet that of the caller. They will be exposed to an environment that has a proven ability to provide a high level of customer service. Associates will receive training that covers the details of mutual funds, the products we service and the specifics of the various account types.

    • Previous customer service experience
    • Experience in a call center or financial services is a plus
    • high school diploma or equivalent


    • PC proficiency
    • proven ability to multi-task
    • Excellent attention to detail
    • Strong problem-solving skills
    • Excellent verbal and written communication

    Location: San Antonio, Texas, US


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