AO/Associate – Client Relations, UK Retail

AllianceBernstein L.P.; London; On-site; GBP 40,000 - 70,000; Full time

Job summary

Join a leading global investment management firm as an Associate in Client Relations. This role is pivotal in supporting client service and business development efforts. You'll work closely with Advisors and internal teams to ensure client satisfaction and build strong relationships. The ideal candidate is a motivated self-starter with a keen interest in financial services, excellent analytical skills, and a strong work ethic. This position offers an exciting opportunity to thrive in a collaborative environment where your contributions will directly impact client success and the firm's reputation in the industry.

Qualifications

• Must have an undergraduate degree and prior relevant work experience.
• Strong analytical and communication skills are essential.

Responsibilities

• Coordinate all client activity and serve as the main contact for client relationships.
• Ensure smooth progression of client relationship lifecycle from onboarding to ongoing support.

Skills

Self-motivation

Attention to detail

Strong analytical skills

Communication skills

Time management

Education

Undergraduate degree

IMC (Investment Management Certificate)

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

AO/Associate – Client Relations, UK Retail page is loaded

AO/Associate – Client Relations, UK Retail

Apply locations London, UK time type Full time posted on Posted 10 Days Ago job requisition id R0015909

AllianceBernstein (AB) is a global asset manager that is client-centric in its mission, servicing institutional, retail, and private clients. AB encourages diversity of thought across its business, combining insights, expertise, and innovation to deliver investment outcomes for its clients. AB offers investment management services across all the major asset classes; Equities, Fixed Income, Alternatives and Multi-Asset, totalling $792bn*. It has global research coverage, a long-history of ESG integration, and an edge in AI and technology.

Summary of Role

The European division of AB is comprised of client/distributor-focused Advisors & Associates as well as consultant-focused and marketing professionals dedicated to building and servicing our client base in Europe. Within the division, Client Relations Associates work in a team environment, comprised of Advisors, Associates, Marketing and Assistants, to support client service and prospecting efforts for the region.

The purpose of this role is to support the Client Relations Advisors in servicing clients in UK as well as supporting business development efforts with clients and prospects.

The successful candidate will be a motivated self-starter, eager to learn about the global asset management business and capable of working in a fast-paced environment. Candidates must be detail-oriented and possess strong analytical, communication, and organisational skills. Ability to work successfully in a team and to be supportive and inclusive.

An undergraduate university degree is mandatory and prior professional work experience is desirable as well as the IMC. A strong work ethic and healthy ambition for responsibility is also essential.

*AUM data: December 2024.

Responsibilities

The Associate coordinates all client activity and provides the central point of reference for internal and external contacts associated with a client relationship. Associates are in constant communication with clients and various internal departments to ensure client expectations are fully met—they are the advocates for the client. This includes building effective and trusted relationships first and foremost with the Advisors, but also with portfolio management, operations and client reporting, legal and compliance, among others.

Associates are responsible for handling all client, consultant and prospect requests specific to the relationships to which they are assigned. This includes, but is not limited to:

• Acting as first point of contact for all client inquiries and collaborating with colleagues in other departments to successfully resolve them (including product/performance/market related queries; operational issues; legal amendments; billing queries etc)
• Ensuring each stage in the lifecycle of the relationship progresses as smoothly as possible (including introduction, negotiation of distribution agreements, on-boarding, go-live, ongoing support, client service)
• Partnering with Advisors to ensure strong client relationships built on trust as well as helping to build advocacy with prospects
• Coordinating and overseeing client service and prospecting materials such as presentations for meetings, RFPs, ad hoc reports and general correspondence
• Overseeing the new account take-on process including coordination of legal, portfolio management and operational items with the relevant internal departments
• Providing post-sales support using fund updates, manager commentaries, charts, Excel files, etc.
• Collaborating with colleagues in other departments to successfully resolve client/distributor issues in a timely manner most notably Legal, Operations, Product Management and Marketing
• Ensuring timely and accurate preparation and distribution of client reporting, client service and prospecting materials (presentations and correspondence)
• Generating monthly sales and any other recurring reports
• Providing continual feedback to management on market conditions, distributor requests, product requests, competitor information and operational or other issues
• Maintaining client files and CRM system/databases (Salesforce)

Associates are encouraged to raise their personal profile across the firm. As appropriate, they will be asked to participate in department, regional and firmwide projects and initiatives. In areas where they exceed expectations, they will be given the opportunity to take on greater responsibility.

Personal Attributes

• An undergraduate university degree
• IMC preferable/willing to attain
• Interest in the financial services industry
• 2 years+ prior relevant work experience
• Ability to interact with senior management
• Ability to handle confidential information
• Ability to handle assignments and projects with minimal direction
• Proficiency in Microsoft Word, Excel and PowerPoint

Skills/Experience

• Self-motivation
• Tenacity
• Attention to detail
• Strong analytical and numerical skills
• Self-reliance for regular/familiar tasks
• Good communicator (verbal and written) with listening skills
• Supportive and inclusive
• Keenness to learn about AB’s investment strategies
• Adherence to Associate teams’ processes
• Strong time management and organisation skills
• Driven by deadlines and able to reassess priorities
• Uses own initiative to work out the best plan of action for non-familiar tasks and as their responsibilities broaden
• Confidence to bring new ideas to Advisors, colleagues and leaders, and to develop/lead on team initiatives where appropriate
• Open to feedback
• Professional, courteous and flexible

(NB This job description is not intended to establish a total definition of the position, but an outline of the responsibilities. Some additional tasks may be assigned.).

London, UK

About Us

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 51 locations operating in 25 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!

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.

Please be advised that AB does not solicit confidential information from job applicants during the screening process, nor extend job offers without the candidate participating in a series of interviews to be properly considered for an open role. If you receive requests for confidential information, outside of the formal interviewing process even if the person asserts that they represent AB, we encourage you not to reply .