AO/Client Servicing Team Leader

AllianceBernstein L.P.; Pune District; On-site; INR 600,000 - 900,000; Full time

Job summary

AllianceBernstein L.P. in Pune, India, seeks an AO - Client Servicing Team Leader to support the Private Wealth Sales team and coordinate between Sales, Portfolio Management, and Operations.

The role focuses on opening accounts, conducting quality reviews, and ensuring smooth onboarding for diverse client bases. You will drive SLA/KPI performance, mentor team members, and implement process improvements while promoting an AI‑enabled culture within the team.

Qualifications

• The candidate must be responsible, highly organized, detail‑oriented, and efficient.
• Strong interpersonal skills and clear written and verbal communication are required.
• The candidate should also have strong problem‑solving and analytical skills, along with the ability to work in a fast‑paced, deadline‑driven environment.
• The ideal candidate should be able to multitask, prioritize effectively, manage multiple projects or tasks simultaneously, independently research and resolve issues, and be ready to work the US shift.

Responsibilities

• Opening various types of new accounts and facilitating client onboarding.
• Conducting thorough quality reviews for new accounts.
• Initiating the opening of Alternative Investment accounts.
• Setting up NPT Philanthropic Impact Fund accounts and possessing in‑depth knowledge of AB products.
• Addressing customer inquiries regarding new account opening and statement delivery quality control.
• Achieving KPIs related to Turnaround Time (TAT) and Accuracy.
• Assigning and managing work allocation within the team.
• Conducting regular one‑on‑one sessions and resolving conflicts effectively.
• Providing process training to new team members.
• Troubleshooting and addressing process‑related issues for team members.
• Motivating team members to achieve performance targets (SLA/Internal benchmarks).
• Assessing the development and training needs of team members based on quality and productivity assessments.
• Promoting an AI‑enabled culture within the team and identifying process improvement opportunities to enhance efficiency.

Education

Bachelor’s or Master’s degree, preferably in Accounting, Business, or Finance

Tools

Microsoft Office

AI tools

Job 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 the AVP, Private Client Administration Team Manager, and support the AB Private Wealth Sales team. As operational generalists, the Private Client Administration team acts as a liaison between Sales, Portfolio Management, and Operations. The AO - Client Servicing Team Leader plays an important role in servicing a designated client base and managing day-to-day tasks for Private Client accounts.

Key Job Responsibilities

• Opening various types of new accounts and facilitating client onboarding.
• Conducting thorough quality reviews for new accounts.
• Initiating the opening of Alternative Investment accounts.
• Setting up NPT Philanthropic Impact Fund accounts and possessing in-depth knowledge of AB products.
• Addressing customer inquiries regarding new account opening and statement delivery quality control.
• Achieving Key Performance Indicators (KPIs) related to Turnaround Time (TAT) and Accuracy.
• Assigning and managing work allocation within the team.
• Conducting regular one‑on‑one sessions and resolving conflicts effectively.
• Providing process training to new team members.
• Troubleshooting and addressing process‑related issues for team members.
• Motivating team members to achieve performance targets (SLA/Internal benchmarks).
• Assessing the development and training needs of team members based on quality and productivity assessments.
• Promoting an AI‑enabled culture within the team and identifying process improvement opportunities to enhance efficiency.
• Conducting internal error analysis and preparing preventive and corrective action logs.
• Managing new process migrations and participating in related meetings and calls.
• Participating in and promoting quality and productivity initiatives within the team.
• Implementing training modules to enhance operational knowledge.
• Maintaining necessary Management Information System (MIS) records.
• Motivating team members to participate in AB initiatives.

Professional Development Value

The multifaceted nature of this role and the diverse stakeholders the PCA interacts with daily provide strong opportunities to build skills across a broad range of operational functions. These include managing PCA expectations, developing people‑management capabilities, supporting Portfolio Management, and adapting administrative support to varying business requirements.

Job Qualifications

• The candidate must be responsible, highly organized, detail‑oriented, and efficient.
• Strong interpersonal skills and clear written and verbal communication are required.
• The candidate should also have strong problem‑solving and analytical skills, along with the ability to work in a fast‑paced, deadline‑driven environment.
• The ideal candidate should be able to multitask, prioritize effectively, manage multiple projects or tasks simultaneously, independently research and resolve issues, and be ready to work the US shift.

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 working knowledge of Microsoft Office and the ability to use AI tools and related products effectively.

Pune, India

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.