Client Reporting Services Coordinator jobs in United States
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AllianceBernstein · 1 day ago

Client Reporting Services Coordinator

AllianceBernstein is a leading global investment management firm offering high-quality research and diversified investment services. They are seeking a Private Client Reporting Junior Analyst to support the Private Client Reporting Team in Nashville, focusing on data quality and client reporting processes.

Asset ManagementFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Mailing Client Reports
Printing and mailing of client checks for private client
Liaise with PC Legal and PC Sales in regard to verification of deposit requests
Partner with offshore team and learn all private client reporting processes and functions
Coordinate scheduling and travel for department manager
Enhance all aspects of the client reporting experience including Bernstein.com
Assist user acceptance testing with respect to reporting requirements and changes

Qualification

ExcelMicrosoft WordPowerPointAnalytical skillsProblem solvingMulti-taskingInterpersonal skillsCommunication skillsOrganizational skills

Required

Bachelor's degree
No prior experience is required
Responsible
Highly organized
Detail oriented
Efficient
Strong interpersonal skills
Clear communication skills, both written and oral
Problem solving skills
Analytical skills
Ability to work in a fast-paced, deadline oriented environment
Strong ability to multi-task, prioritize and manage various projects or tasks at once
Ability to independently research and resolve issues
Proficiency in generating Excel spreadsheets
Proficiency in Microsoft Word
Proficiency in Microsoft PowerPoint

Company

AllianceBernstein

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AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March

H1B Sponsorship

AllianceBernstein has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (45)
2024 (63)
2023 (92)
2022 (173)
2021 (160)
2020 (77)

Funding

Current Stage
Public Company
Total Funding
unknown
1988-04-22IPO

Leadership Team

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Seth Bernstein
President & CEO
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James Wallin
Senior Vice President
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Company data provided by crunchbase