Client Relations

About the Role

Key Responsibilities

• Partnering with Institutional Advisers to oversee all aspects of day-to-day client account servicing.
• Timely and efficient delivery of client reports and materials, fielding ad-hoc client queries, arranging portfolio reviews, preparing review presentations, and managing transactional requests such as contract amendments or guideline changes.
• Developing and maintaining a strong working knowledge of clients and their needs, including the cadence of servicing deliverables, nuances of the client's contract/guidelines, and other relationship aspects to improve the client experience.
• Assisting with prospecting efforts, which may involve arranging meetings, preparing thorough prep memos, conducting research (using tools like Preqin, eVestment, Market Lens), identifying new prospects, tracking and delivering follow-up items post-meetings, facilitating RFPs/questionnaires, and managing contact lists for marketing campaigns.
• Leading client matters with internal and external stakeholders through to successful resolution with minimal direction.
• Collaborating with Sales & Sales Leadership on client plans, business-at-risk reports, and other marketing campaigns.
• Proactively maintaining a strong working knowledge of AB products, investment processes, and operational infrastructure.
• Keeping accurate client records in AB's CRM system (Salesforce).
• Operating independently and serving as the de facto relationship manager for more complex client relationships.
• Establishing regular touch points with clients/prospects to build strong relationships based on trust and credibility.
• Anticipating client requirements/objectives, generating ideas, and driving solutions to complex client issues and new business opportunities.
• Acting as the Adviser's proxy in meetings, including client portfolio reviews, operational due diligence visits, and prospecting meetings.
• Collaborating with Consultant Relations Directors to ensure coordinated activity between clients and their consultants.
• Communicating client feedback and market trends to senior leadership and contributing to strategic goals.
• Potentially managing a small base of clients/prospects outside of Adviser involvement, based on performance.

Requirements

• Bachelor's degree in finance, economics, marketing, or a related field, with an excellent academic record.
• At least 2-3 years of experience in the financial services industry, ideally with client service/relationship management experience.
• A detail-oriented, results-focused, self-starter who can quickly understand client needs and focus on commercial delivery.
• Strong organizational skills, with the ability to manage priorities and meet deadlines.
• Highly responsive with a commitment to seeing tasks through to completion.
• Ability to oversee and manage a complex to-do list, holding internal stakeholders accountable for deliverables.
• Ability to network and develop long-term relationships with clients and internal partners.
• Technical knowledge and/or genuine interest in the Institutional market, asset classes, and competitive landscape.
• A client-first mindset and the ability to influence and lead others to prioritize client needs.
• Ability to collaborate across all organizational levels.
• Exceptional verbal, written communication, and presentation skills.
• Proficiency in Microsoft Word, PowerPoint, and Excel; experience with Salesforce.com, Preqin, eVestment, PowerBI, and MS Copilot is a plus.
• Series 7 License, or the ability to obtain it within 12 months of joining.

Nice to Have

• Experience with Salesforce.com, Preqin, eVestment, PowerBI, and MS Copilot.

Qualifications

• Bachelor's degree in finance, economics, marketing, or a related field.

Benefits & Perks

• Not explicitly specified in the description.