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.

Who you will work with

The candidate will report to an AVP Private Client Admin Team Manager and support the AB Private Wealth Sales team. Acting as operational generalists, the Private Client Administration team liaises between Sales, Portfolio Management, and Operations. Professional - Client Servicing Team Leader is crucial in servicing a designated client base and will handle day-to-day tasks for Private Client accounts.

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

• Opening various types of new accounts and facilitating client onboarding.
• Conducting thorough quality reviews for new accounts.
• 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.
• Achieving Key Performance Indicators (KPIs) related to Turnaround Time (TAT) and Accuracy.
• Assigning and managing work allocation within the team.
• Conducting regular one-on-one sessions and resolving conflicts effectively.
• Providing process training to new team members.
• Troubleshooting and addressing process-related issues for team members.
• Motivating team members to achieve performance targets (SLA/Internal benchmarks).
• Assessing the development and training needs of team members based on quality and productivity assessments.
• Identifying and promoting process improvement ideas to enhance efficiency.
• Conducting internal error analysis and preparing preventive and corrective action logs.
• Managing new process migrations, meetings, and calls.
• Participating in and promoting quality and productivity initiatives within the team.
• Implementing training modules to enhance operational knowledge.
• Maintaining necessary Management Information System (MIS) records.
• Motivating team members to participate in AB initiatives.

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

This role offers exposure to various areas within Private Wealth Operations at Alliance Bernstein, providing many opportunities for learning and growth. The multi-faceted nature of the role allows for skill development across operational functions such as account opening to account closing activity, asset management, portfolio support, and administration.

What is the professional development value of this role, i.e., what learning and professional growth does the role offer the candidate?

This role offers significant professional development value by providing learning and growth opportunities within Private Wealth Operations. The candidate will gain experience in various operational functions, enhancing their expertise in managing people and process.

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

The ideal candidate should have the following qualifications: 

• Responsible, organized, detail-oriented, and efficient 
• Strong interpersonal, communication, problem-solving, and analytical skills 
• Ability to multitask and manage projects in a fast-paced environment 
• Independently research and resolve issues
• Proactive approach to continuous improvement

Qualifications, Experience, Education: 

• A bachelor's or master’s degree in accounting, Business, or Finance is highly desirable 
• 3+ years of experience in Client Servicing, preferably in account opening with a focus on high-net-worth clients and proactive approach to continuous improvement.

Skills: 

Proficiency in Microsoft Office, with extensive knowledge of ACE, SNAP, Office X, and Netx360 applications. Moreover, this role demands a keen understanding of the account opening platform, The successful candidate will thrive in a dynamic and collaborative environment, leveraging their expertise to optimize operational workflows and contribute to the team's success by fostering strong relationships with clients and colleagues.

Pune, India