Client Services Team Lead

Posted:
8/14/2025, 4:40:39 AM

Location(s):
San Antonio, Texas, United States ⋅ Texas, United States

Experience Level(s):
Senior

Field(s):
Sales & Account Management

Who You’ll Work With:

We are looking for a Team Leader to supervise staff within the Call Center for AllianceBernstein’s Transfer Agency Operations.  This person will be responsible for managing the daily operations of the team providing service to our shareholders, advisors, intermediary back offices and our firm’s sales force. The best candidate for this position will possess the proven ability to coach and develop staff, manage internal and external client relationships, handle escalated issues, problem solve, develop talent and improve processes within the department. 

What You’ll Do:

  • Coach and develop staff
  • Manage day to day operations and handle escalated issues as they arise
  • Manage relationships with internal and external clients
  • Manage communication with the team and other ABIS departments
  • Identify and implement process improvements as needed
  • Manage department and firm level projects as business requirements arise
  • Manage work volume and key critical functions assigned to the team
  • Manage team schedules
  • Perform other leadership and staff level tasks as business needs require

What We’re Looking For:

  • 2 to 3 years of leading, developing talent and motivating team members (within a call center is preferred)
  • Exceptional communication, organization and follow up skills required
  • Strong analytical and strategic thinking skills
  • Ability to learn and work in a fast-paced environment
  • Project and workflow management experience preferred
  • Candidate must be customer focused and extremely flexible
  • Knowledge of mutual fund operations preferred

Who We Are:

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!

San Antonio, Texas