Analyst, Client Relations

Who You'll Work With:

The Client Relations Analyst sits within the Institutional department of the Client Group and supports key areas of Institutional Sales and Client Service. This role partners with Institutional Advisors and Client Relations professionals to develop and distribute marketing and presentation content, manage meeting preparation and coordination, maintain oversight of CRM (Salesforce) data and support a range of projects to deliver outcomes on behalf of the firm’s largest clients and prospects.

What You'll Do:

To be successful across all aspects of the role, the Analyst must be well organized, have strong attention to detail, and build relationships with a range of stakeholders both internal and external.

Specific responsibilities will include but are not limited to:

• Maintenance of CRM (Salesforce) data to a high quality for 3-5 Institutional Sales teams with a specific focus on:

  • Meeting and Activity Logs, Opportunity (Sales Cycle) Updates, Contact Details, Consultant Relationships, Key Internal Business Partners, Product Interest, and Client Deliverables

• Arrange and participate in periodic portfolio updates with North America based clients, working closely with AB investment professionals as needed

• Partner with Client Relations Professionals, Sales Advisors, Business Development and Portfolio Managers to customize and refine Client Servicing and Prospecting presentations

• Work with Sales & Client Relations Leadership on client plans, business-at-risk or other client reports/info

• Coordinate Strategic Marketing efforts for 3-5 Institutional Sales teams

• Executing logistics for on-site events (e.g. Room bookings, printed materials, coordinating facilities, AV services, etc.)

• Proactively maintain a strong working knowledge of AB products and investment processes

• Support Client Relations partners with regular and ad-hoc client queries

What We're Looking For:

• Bachelor’s degree

• Desire to join fast-paced Asset Management Sales organization

• Track record of outstanding performance and achievement

• A belief that client is first and the ability to influence and lead others to prioritize in that way

• Ability to collaborate across all levels of the organization

• Exemplary relationship building skills

• Exceptional verbal and written communication and presentation skills

• Strong organizational skills and ability to multi-task and prioritize

• Analytical mindset and strong problem-solving abilities

• Fluent in Microsoft Word, PowerPoint, Outlook and Excel; experience with Salesforce.com a plus

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 4,600 employees across 54 cities 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. We are also committed to nurturing continuous learning and professional growth for our employees through a wide range of training, including both technical and soft skills.

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!