Private Client Operations Analyst

AllianceBernstein L.P.; San Antonio (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

AllianceBernstein L.P. in San Antonio seeks a Private Client Servicing Analyst to join Private Client Administration. You will support full client lifecycle, serve as operational partner to Sales and Portfolio Management, and ensure servicing activities meet regulatory requirements.

Responsibilities include handling transfers, account maintenance, reporting, and client inquiries while collaborating with internal teams and external partners to mitigate risk and improve processes.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or related field.
• Experience or internship in financial services, wealth management, or asset management preferred.
• Strong analytical and detail-oriented problem-solving abilities.

Responsibilities

• Oversee client servicing activities and act as a trusted resource for advisor teams and internal partners.
• Coordinate transfers, account maintenance, and requests with external firms and custodians.
• Review capital activity entries and ensure accurate reporting and regulatory compliance.
• Support Sales, Portfolio Management and offshore teams with client service initiatives.

Skills

Analytical skills

Attention to detail

Communication skills

Multitasking

Education

Bachelor's degree in Finance, Accounting, Business, Economics, or related field

Job description

AllianceBernstein L.P. in San Antonio seeks a Private Client Servicing Analyst to join Private Client Administration. You will support full client lifecycle, serve as operational partner to Sales and Portfolio Management, and ensure servicing activities meet regulatory requirements.

Responsibilities include handling transfers, account maintenance, reporting, and client inquiries while collaborating with internal teams and external partners to mitigate risk and improve processes.