Job Description

Professional - Client Servicing Senior AnalystJob Location: Pune, IndiaWho you will work withThe candidate will report to an AVP Private Client Admin Team Manager and support the AB Private Wealth Sales team. Acting as operational generalists, the Private Client Administration team liaises between Sales, Portfolio Management, and Operations. The Professional - Client Servicing Senior Analyst is crucial in servicing a designated client base and will handle day-to-day tasks for Private Client accounts.Key job responsibilities include, but are not limited to:Achieving Key Performance Indicators (KPIs) related to Turnaround Time (TAT) and Accuracy.Calculating inception values and setup new account.Updating cost basis, Free Receive and corporate actions information accurately.Processing Date of Death Valuation and GRAT distributions efficiently.Handling Private Client Sales requests for PMG and Pension teams promptly.Initiate foreign position sales trade on various platform effectively.Managing reconciliation of positions out of balance.Handling journal entries between AB accounts accurately.Creating and submitting expense reports using Extensity.Processing dividend coding for STCG / LTCG using ACE and KM Portal.Reviewing managed and unmanaged assets QC.Managing allocated daily work allocation for self and delivered high standard output to the customer.Process GRAT Start Valuation and GRAT Annuity Distribution.Troubleshooting and addressing process-related issues.Assessing the development and nominating self for required training needs.Coordinate and support the manager for internal error analysis and suggest best controls.Provide implementation ideas to enhance operational efficiency.Support managers for creating daily MIS reporting and publishing with management.Handle Client calls and actively manage Ad-hoc projects.What makes this role unique or interesting (if applicable)?This role offers exposure to various areas within Private Wealth Operations at Alliance Bernstein, providing many opportunities for learning and growth. The multi-faceted nature of the processes allows for cross functional skill development across operational activities such as account opening to account closing activity, asset management, portfolio support, and administration.What is the professional development value of this role, i.e., what learning and professional growth does the role offer the candidate?This role offers significant professional development value by providing learning and growth opportunities within Private Wealth Operations. The candidate will gain experience in various operational functions, enhancing their expertise in managing highly complex processes.Job Qualifications (The ideal candidate should have the following):The ideal candidate should have the following qualifications:Responsible, organized, detail-oriented, and efficientStrong interpersonal, communication, problem-solving, and analytical skillsAbility to multitask and manage high volume workload.Independently research and resolve issuesProactive approach to continuous improvementQualifications, Experience, Education:A bachelor's or masters degree in accounting, Business, or Finance is highly desirable2 to 4 years of experience in Client Servicing, preferably in account maintenance activity.Skills:Proficiency in Microsoft Office, with extensive knowledge of ACE, BOSS, BTS, ABA, PMS and Extensity applications. Moreover, this role demands a keen understanding of the account maintenance platform, The successful candidate will thrive in a dynamic and collaborative environment, leveraging their expertise to optimize operational workflows and contribute to the team's success by fostering strong r Pune, India

AllianceBernstein