Client Relations

Who You’ll Work With:

Join our dynamic Client Relations team at AB, where you'll be at the forefront of servicing existing clients and supporting sales and business development. This critical team collaborates with Sales Advisers, operations, investments, business development, marketing, legal & compliance, and senior leadership to support clients and drive new business across one of AB's key client segments – North American Institutions (specifically Public Plans).

To thrive in this role, you should bring a passion for excellence, enjoy continuous learning, love collaborating across teams, and be relentless in promoting the needs of AB’s clients. This role is based in Nashville, TN.

What You’ll Do:

Your responsibilities will include, but are not limited to:

• Partnering with Institutional Advisers to oversee all aspects of day-to-day client account servicing. This includes timely and efficient delivery of client reports and materials, fielding ad-hoc client queries, arranging portfolio reviews, preparing review presentations, and managing transactional requests such as contract amendments or guideline changes.

• Developing and maintaining a strong working knowledge of clients and their needs, including the cadence of servicing deliverables, nuances of the client’s contract/guidelines and any other aspects of the relationship that allow AB to improve the client experience. 

• Assisting with prospecting efforts, which may involve arranging meetings, preparing thorough prep memos, conducting research (using tools like Preqin, eVestment, Market Lens), identifying new prospects, tracking and delivering follow-up items post-meetings, facilitating RFPs/questionnaires, and managing contact lists for marketing campaigns.

• Leading client matters with internal and external stakeholders through to successful resolution with minimal direction.

• Collaborating with Sales & Sales Leadership on client plans, business-at-risk reports, and other marketing campaigns.

• Proactively maintaining a strong working knowledge of AB products, investment processes, and operational infrastructure.

• Keeping accurate client records in AB’s CRM system (Salesforce).

In addition to the above, more experienced Client Relations team members should expect to be assigned to more complex client relationships.  Additional responsibilities may include:

• Operating independently and serving as the de facto relationship manager to oversee all aspects of day-to-day client account servicing.

• Establishing regular touch points with clients/prospects to build strong relationships based on trust and credibility.

• Anticipating client requirements/objectives, generating ideas, and driving solutions to complex client issues and new business opportunities.

• Acting as the Adviser’s proxy in meetings, including client portfolio reviews, operational due diligence visits, prospecting meetings etc.

• Collaborating with Consultant Relations Directors to ensure coordinated and effective activity between clients and their consultants.

• Communicating client feedback and market trends to senior leadership and contributing to sales and client relations strategic goals and planning.

• Potentially managing your own small base of clients/prospects outside of those with Adviser involvement, subject to performance.

What We’re Looking For:

• Bachelor’s degree in finance, economics, marketing, or a related field, with an excellent academic record.

• Proven track record of outstanding performance and achievement.

• At least 2-3 years of experience in the financial services industry, ideally with client service/relationship management experience.

• A detail oriented, results focused, self-starter who can quickly understand client needs and focus on commercial delivery. 

• An inquisitive mindset and strong organizational skills, with the ability to manage priorities and meet deadlines.

• Highly responsive with commitment to seeing tasks through to completion.  Must be able to oversee and manage a complex to-do list, holding internal stakeholders (including senior colleagues) accountable for outstanding deliverables, ensuring all agreed-upon actions are completed promptly and efficiently. 

• Ability to network and develop long-term relationships with clients and internal partners.

• Technical knowledge and/or genuine interest in the Institutional market, asset classes, and competitive landscape.

• A client-first mindset and the ability to influence and lead others to prioritize client needs.