About the Role
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. Describe the role: The candidate will report to a Private Client Admin Team Manager and provide support to the AB Private Client Sales force. The Private Client Administration team acts as Operational generalists and as a liaison between Sales, Portfolio Management and Operations. The PCA plays a key role in nearly all aspects of the Alliance Bernstein 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. The key job responsibilities include, but are not limited to: Achieve the KPIs (TAT and Accuracy) targets in all the activities carried out. Opening various types of new accounts and facilitating client onboarding. Initiating the opening of Alternative Investment accounts. Setting up NPT Philanthropic Impact Fund accounts and possessing in-depth knowledge of AB products. Addressing customer inquiries regarding new account opening and statement delivery quality control. What makes this role unique or interesting (if applicable)? This role will expose the candidate to many different areas within Private Client Operations at Alliance Bernstein and provide the individual with an opportunity to learn and grow with the department. What is the 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 PCA will liaise with daily, there are strong opportunities to develop skills across a broad spectrum of Operation functions such as TA and Asset Manager (i.e., asset transfer), Portfolio Management Support and Administration to different requirements, among others. Job Qualifications (The ideal candidate should have the following): The candidate must be responsible, highly organized, detail oriented and efficient. Strong interpersonal skills and clear communication skills, both written and oral, are a must. The candidate should also have strong problem solving and analytical skills and the ability to work in a fast-paced, dead-line oriented environment. A strong ability to multi-task, prioritize and manage various projects or tasks at once is also required. The ideal candidate should also be able to independently research and resolve issues. Qualifications, Experience, Education: Bachelor’s or Master’s degree, preferably in Accounting, Business or Finance. Zero to 3 years of experience in the financial services industry. Skills: The candidate should have a working knowledge of the Microsoft Office suite of products (particularly Excel, Word, and Power Point). Pune, India 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 51 locations operating in 25 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! 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. Please be advised that AB does not solicit confidential information from job applicants during the screening process, nor extend job offers without the candidate participating in a series of interviews to be properly considered for an open role. If you receive requests for confidential information, outside of the formal interviewing process even if the person asserts that they represent AB, we encourage you not to reply.