Private Client Operations Analyst

AllianceBernstein; San Antonio (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

AllianceBernstein in San Antonio seeks a Private Client Servicing Analyst to join the Private Client Administration team within Global Technology & Operations. You will support the full lifecycle of private client relationships, acting as an operational partner to Sales, Portfolio Management, and other Operations teams.

The role spans client account administration, asset transfers, tax reporting, and regulatory compliance, with opportunities for growth through cross-functional projects and

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
• Internship or prior experience within financial services, wealth management, investment operations, brokerage, banking, or asset management.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Excellent verbal and written communication skills with the ability to articulating ideas clearly and listening actively.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Strong organizational skills and a commitment to delivering high-quality work.
• Ability to independently research issues and drive creative and effective solutions.
• Working well with teammates and respecting diverse perspectives.

Responsibilities

• Review and establish domestic and international client accounts across custody, accounting, and operational systems.
• Perform quality assurance reviews to ensure account information is complete, accurate, and compliant.
• Support the onboarding process and ongoing maintenance of private client accounts.
• Reconcile custody and accounting systems to maintain data integrity across client accounts.
• Coordinate asset transfers with brokerage firms, banks, custodians, and transfer agents to facilitate timely and accurate movement of client assets.
• Monitor account activity and maintain cost basis information to support portfolio management and trade execution activities.
• Initiate and support performance measurement processes for new client accounts.
• Assist with quality control reviews of client account data used in tax reporting and regulatory filings.
• Support retirement account asset transfers and ensure accurate government reporting requirements are met.
• Help maintain account records and documentation in compliance with firm and regulatory standards.
• Serve as a key operational contact for Sales, Portfolio Management, and other internal stakeholders.
• Research and resolve account-related inquiries and operational issues.
• Participate in strategic projects, product launches, and process improvement initiatives.
• Provide support and oversight for offshore operational teams.
• Assist with review and validation of client communications related to outgoing cash movements and third-party disbursements.

Skills

Analytical skills

Attention to detail

Verbal communication

Written communication

Multiple priorities

Education

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

Job description

AllianceBernstein in San Antonio seeks a Private Client Servicing Analyst to join the Private Client Administration team within Global Technology & Operations. You will support the full lifecycle of private client relationships, acting as an operational partner to Sales, Portfolio Management, and other Operations teams.

The role spans client account administration, asset transfers, tax reporting, and regulatory compliance, with opportunities for growth through cross-functional projects and