Relationship Specialist

Who You’ll Work With:

We are seeking a San Antonio-based Associate to join our Global Intermediaries, Sub Advised Strategic Relationship Group. This role supports the servicing and growth of insurance and non‑insurance sub‑advised client relationships, working closely with U.S. based Institutional and Retail Advisors.

This is an excellent opportunity for a motivated professional who is interested in client servicing and sales support within a highly regulated financial services environment.  The role provides meaningful exposure to cross‑functional teams, client interactions, and strategic account support, offering a strong foundation for long-term career development.

What You’ll Do:

• Deliver high-quality client service and sales support to internal relationship managers and external partners.

• Prepare and manage client reporting, due diligence materials, and client presentations.

• Collaborate with relationship managers to develop strategic account plans that enhance relationships with partner firms and support business growth. 

• Coordinate and facilitate client due diligence reviews, and prospecting meetings, collaborating with portfolio management and product teams.

• Troubleshoot and respond to client and internal inquiries in a timely, professional manner.

• Assist with departmental initiatives, projects, and process improvements as required.

• Maintain client management database and provide support to relationship managers. 

What We’re Looking For:

• The ideal candidate should have a bachelor’s degree in Finance, Business, or related field.

• One to three years of relevant professional experience in client service, sales support, operations, or financial services.

• Strong organizational skills with the ability to manage multiple tasks and deadlines.

• Detail‑oriented and organized, with strong problem‑solving and analytical abilities.

• Professional and client‑focused, with strong written and verbal communication skills.

• Ability to work both independently and collaboratively in a team environment

• Proficiency with Microsoft Office tools, including Outlook, Word, Excel, and PowerPoint

• FINRA Series 7 and 66 licenses encouraged (or willingness to pursue)

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! 

All 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 and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.