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ABIS Client Services Dealer Support Associate

Company: AllianceBernstein
Location: San Antonio
Posted on: September 15, 2020

Job Description:

AllianceBernstein is seeking aSan Antonio based Client Services Dealer Support Associate to joinourCSDS teaminClient Services. ABIS Client Services consists of teams providing support to shareholders, intermediaries, back offices and other teams within ABIS and ABI.

The Client Services Dealer Support Associate will be responsible for communicating with intermediary back offices, external and internal clients via email and phone, performing recurring and ad-hoc audits, monitoring and indexing email correspondence, supporting NSCC trade reject resolution, reporting large trade notifications, and any other responsibilities that may be required.

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


  • SS&C Applications such as SmartDesk, TA2000 Desktop, VISION, AWD and AWD Business Intelligence
  • Outlook
  • Microsoft Office applications such as EXCEL, ACCESS , WORD and POWERPOINT
  • OneNote

    The key job responsibilities include, but are not limited to:

    As a Client Services Dealer Support Associate for the TA Services Department within the Transfer Agency Operations, the person in this role will be responsible for communicating with intermediary back offices, ABI sales and other internal AB and ABIS teams regarding day-to-day operations and ad-hoc projects and requests. This person will also be responsible for supporting call center operations as business needs require and capacity is available. The person in this role must be client focused and able to manage a diverse workload.

    What makes this role unique or interesting (if applicable)?

    The Client Services Dealer Support Associate role is considered an entry-level opportunity for ABIS Partner Distribution Services. Daily tasks and ad-hoc assignments will provide opportunity for individuals to develop strong problem-solving skills, learn to think outside the box, adapt to various communication styles, strengthen the ability to multi-task, work efficiently 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, i.e. what learning and professional growth does the role offer the candidate?

    CSDS Associates will have the opportunity to develop a stronger understanding of retail mutual fund operations while enhancing communication and relationship management skills This person will work in a fast-paced, client-centric work environment, supporting a diverse external and internal client base. The person in this role will have the opportunity leverage already strong organizational skills by managing multiple assignments and projects. Associates will learn about AB products and mutual fund operations, such as NSCC operations and trade reject resolution, intermediary oversight, compliance and risk prevention.

    Job Qualifications (The ideal candidate should have the following):

    Qualifications, Experience, Education:

    - Basic knowledge of mutual funds, financial or business operations including: banking, securities, and bookkeeping

    - Knowledge of mutual fund operations is preferred. NSCC and back-office operations knowledge is a plus.

    - Strong written and verbal communication skills

    - The successful candidate will have strong organization and follow up skills

    - Proficient in the use of office desktop packages such as Outlook, Word, Excel, and PowerPoint

    - Ability to work in a fast-paced environment and able to adapt to change

    - Ability to work independently, when applicable, and cooperatively in a team setting

    - Candidate must be customer focused and extremely flexible

    - Demonstrate the ability to further develop skills through training and as provided through coaching and feedback

    - Willing to learn new applications as needed based on job requirements and changes that may take place

    Skills:

    PC proficiency, proven ability to multi-task, excellent attention to detail, strong problem-solving skills, and excellent verbal and written communication.

    Special Knowledge (if applicable):

    Knowledge within the financial industry is helpful, but not required.

    Location: San Antonio, Texas, USA

    AllianceBernstein 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. AllianceBernstein employs more than 500 investment professionals with expertise in growth equities, value equities, and fixed income securities, blend strategies and alternative investments and, through its subsidiaries and joint ventures, operates in more than 20 countries. AllianceBernstein's research disciplines include fundamental research, quantitative research, economic research and currency forecasting capabilities. Through its integrated global platform, AllianceBernstein is well-positioned to tailor investment solutions for its clients. AllianceBernstein also offers independent research, portfolio strategy and brokerage-related services to institutional investors.San Antonio, Texas

Keywords: AllianceBernstein, San Antonio , ABIS Client Services Dealer Support Associate, Accounting, Auditing , San Antonio, Texas

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