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    Private Client Servicing Analyst - San Antonio, United States - AllianceBernstein Holding L.P.

    AllianceBernstein Holding L.P.
    AllianceBernstein Holding L.P. San Antonio, United States

    3 weeks ago

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    Description
    Who We Are:

    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.

    Who You'll Work With:

    We are seeking a San Antonio-based Private Client Servicing Analyst, to join our Private Client Administration team within Private Client Operations.

    The Private Client Servicing Team acts as Operational generalists and as a liaison between Sales, Portfolio Management and Operations. The Servicing Analyst plays a key role in nearly all aspects of the AllianceBernstein Private Client Business and will be responsible for servicing a designated client base. The candidate will play an integral role in the day-to-day servicing of Private Client accounts.

    What You'll Do:

    The Private Client Servicing Analyst provides complete support for the PC channel across the life-cycle of Private Client accounts/relationships and has a heavy daily interaction with Sales, PC Portfolio Management and other Operations teams to support day-to-day servicing.

    Key job responsibilities include, but are not limited to
    • Quality review and open domestic and foreign client accounts on various systems including, custody and accounting systems.
    • Provide day-to-day reconciliation of custody and accounting systems for all private client accounts.
    • Collaborate with brokerage firms, banks and transfer agents to transfer client assets into and out of the firm as quickly and efficiently as possible.
    • Initiate performance measurement process for all new accounts to accurately track and report account performance to clients.
    • Review account activity and update client cost basis which is integral to timely and efficient trade execution and portfolio management.
    • Assist in the quality control of account attributes and data for various tax reports provided to clients and to the IRS.
    • Provide oversight for asset transfers between retirement accounts to effect accurate government reporting.
    • Field questions from Sales and various other departments supporting firm's mission to provide excellence in client service.
    • Participate in client related research projects, product launches and other firm wide initiatives.
    • Support offshore team at AXA Business Services.
    • Assist in review of communications with end client to validate outgoing cash movement to 3rd party recipients.
    What makes this role unique or interesting (if applicable)?

    This role will expose the candidate to many different areas within Private Client Operations at AllianceBernstein and provide the individual with an opportunity to learn and grow with the department.

    Professional development value of this role (i.e., what learning and professional growth does the role offer the candidate?)

    Due to the multi-faceted nature of the role and the diverse group that the Private Client Servicing Analyst will liaise with daily, there are strong opportunities to develop skills across a broad spectrum of Operation functions such a broker-dealer (i.e. asset transfer, dividend collection), portfolio management, tax reporting (i.e. client consolidated 1099 production), among others.

    What We Are Looking For:

    The candidate should have a working knowledge of the Microsoft Office suite of products (particularly Excel, Word and Power Point).
    • Bachelor's degree, preferably in Accounting, Business or Finance. College graduates who have had internships in the finance industry will also be considered.
    Skills
    • The candidate should have a working knowledge of the Microsoft Office suite of products (particularly Excel, Word and Power Point).
    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.
    San Antonio, Texas
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