AllianceBernstein

Client Services Associate

AllianceBernstein  •  San Antonio, TX (Onsite)  •  1 month ago
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Job Description

Who You’ll Work With:

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.

San Antonio, Texas

AllianceBernstein

About AllianceBernstein

AllianceBernstein (AB) is a leading global investment management firm that offers 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 $869 billion in assets under management as of October 2025. 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. We pursue responsibility throughout our firm—from how we work and act to the solutions we design for clients.

AllianceBernstein, L.P. does not transact or advise on any cryptocurrency or related products. In addition, we do not conduct business through Facebook, WhatsApp, or any other social media. Any posts on such sites are fraudulent and have not been made by AllianceBernstein, L.P.

Industry
Finance & Insurance
Company Size
5,001-10,000 employees
Headquarters
Nashville, TN
Year Founded
1967
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