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    Client Servicing Analyst - Pune, India - AllianceBernstein

    AllianceBernstein
    AllianceBernstein Pune, India

    Found in: Talent IN C2 - 1 week ago

    Default job background
    Full time
    Description

    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.

    Describe the role:

    The candidate will report to a Private Client Admin Team Manager and provide support to the AB Private Client Sales force. The Private Client Administration team acts as Operational generalists and as a liaison between Sales, Portfolio Management and Operations. The PCA plays a key role in nearly all aspects of the Alliance Bernstein Private Client Business and will be responsible for servicing a designated client base. The candidate will play an integral role in the day-to-day servicing of Private Client accounts.

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

    • Achieve the KPIs (TAT and Accuracy) targets in all the activities carried out.
    • Review and segregate all the IRA cash flows (checks and ACH/Wire) which is very important in the customer tax filing.
    • Handle customer queries related to their delivery options of monthly statement and trade confirmations. Review and make corrections in all systems to ensure that the customer receives the statements as per their opted choice.
    • Create an Expense Report in Extensity to ensure that all the travel and entertainment expenses which employee incurred are reimbursed as defined in the T&E guidelines and submitting the report for Manager review.
    • Assist in the quality control of account attributes and data for various tax reports provided to clients and to the IRS.
    • Assist in review of communications with end client to validate outgoing cash movement to 3rd party recipients.
    • Update and maintain the different account attributes as per the request (Payouts, Cash/Margin etc.).
    • Prepare different analyses on the broker statements for financial advisors, like Sell hold (Equity) analysis, Bond Analysis, Liquid Net Worth Analysis (All portfolio).
    • Updating cost basis information on an account which is visible for the internal systems used by Sales, Portfolio Management and the Private Client web site that is used by our clients.

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

    This role will expose the candidate to many different areas within Private Client Operations at Alliance Bernstein and provide the individual with an opportunity to learn and grow with the department.

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

    Due to the multi-faceted nature of the role and the diverse group that the PCA will liaise with daily, there are strong opportunities to develop skills across a broad spectrum of Operation functions such as TA and Asset Manager (i.e., asset transfer), Portfolio Management Support and Administration to different requirements, among others.

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

    The candidate must be responsible, highly organized, detail oriented and efficient. Strong interpersonal skills and clear communication skills, both written and oral, are a must. The candidate should also have strong problem solving and analytical skills and the ability to work in a fast-paced, dead-line oriented environment. A strong ability to multi-task, prioritize and manage various projects or tasks at once is also required. The ideal candidate should also be able to independently research and resolve issues.

    Qualifications, Experience, Education:

    Bachelor's or Master's degree, preferably in Accounting, Business or Finance. Minimum of 2 years of experience in the financial services industry.

    Skills:

    The candidate should have a working knowledge of the Microsoft Office suite of products (particularly Excel, Word, and Power Point).

    Pune, India
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