We are seeking a San Antonio based Client Relationship Associate to join our Client Services Department in Global Technology & Operations.
AllianceBernstein Investor Services Client Services is an inbound call center comprised of teams responsible servicing AllianceBernstein (AB) shareholders, financial advisors and other teams within AB. AllianceBernstein Investor Services (ABIS) is the transfer agent for AB mutual funds distributed through retail intermediaries. The members of this team leverage various desktop tools and proprietary systems to access shareholder account information, process financial transaction and maintenance and perform other functions.
What You’ll Do:
Answering calls from AB shareholders, investment professionals and internal groups
Processing account transactions and updates
Performing various forms of account research and reviewing and producing shareholder correspondence
Other tasks, project and roles as business needs arise
Role is 5 days per week (weekdays) and requires work in office for 4 days per week
What We’re Looking For:
Knowledge of mutual fund operations is preferred, but not required
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, and Excel
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
PC proficiency, proven ability to multi-task, excellent attention to detail, strong problem-solving skills and excellent verbal and written communication.
Knowledge within the financial industry is helpful but not required.
About AB
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 57 locations operating in 26 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!
People of color, women, and those who identify as LGBTQ people are encouraged to apply. 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.
Skills Required
- Strong written and verbal communication skills
- Proficient in the use of office desktop packages
- Ability to work independently and cooperatively
- Excellent attention to detail and strong problem-solving skills
- Knowledge of mutual fund operations is preferred
AllianceBernstein Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AllianceBernstein and has not been reviewed or approved by AllianceBernstein.
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Retirement Support — Retirement programs include a 401(k) with employer match and zero-fee management, plus an employee stock purchase plan and charitable contribution matching. These features form a strong pillar of the total rewards offering.
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Leave & Time Off Breadth — Time-off offerings extend beyond standard PTO to include paid volunteer time, sabbaticals, and periodic 'refresher' vacation. These provisions support work–life balance.
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Wellbeing & Lifestyle Benefits — Workplace perks include free lunches, free snacks, subsidized meals, and company-sponsored events alongside pretax commuter programs. Wellness resources such as fitness centers, wellness groups, and EAP access add day-to-day value.
AllianceBernstein Insights
What We Do
AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $500 billion in assets under management. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.
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