Analyst, Client Relations jobs in United States
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AllianceBernstein · 1 day ago

Analyst, Client Relations

positionNashville, TN
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

AllianceBernstein is a leading global investment management firm offering high-quality research and diversified investment services. The Analyst, Client Relations role involves supporting Institutional Sales and Client Service by managing CRM data, coordinating client meetings, and collaborating with various stakeholders to enhance client servicing and marketing efforts.

Asset ManagementFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Maintenance of CRM (Salesforce) data to a high quality for 3-5 Institutional Sales teams with a specific focus on: Meeting and Activity Logs, Opportunity (Sales Cycle) Updates, Contact Details, Consultant Relationships, Key Internal Business Partners, Product Interest, and Client Deliverables
Arrange and participate in periodic portfolio updates with North America based clients, working closely with AB investment professionals as needed
Partner with Client Relations Professionals, Sales Advisors, Business Development and Portfolio Managers to customize and refine Client Servicing and Prospecting presentations
Work with Sales & Client Relations Leadership on client plans, business-at-risk or other client reports/info
Coordinate Strategic Marketing efforts for 3-5 Institutional Sales teams
Executing logistics for on-site events (e.g. Room bookings, printed materials, coordinating facilities, AV services, etc.)
Proactively maintain a strong working knowledge of AB products and investment processes
Support Client Relations partners with regular and ad-hoc client queries

Qualification

SalesforceClient RelationsMicrosoft Office SuiteAnalytical mindsetRelationship buildingCommunication skillsOrganizational skillsProblem-solving abilities

Required

Bachelor's degree
Desire to join fast-paced Asset Management Sales organization
Track record of outstanding performance and achievement
A belief that client is first and the ability to influence and lead others to prioritize in that way
Ability to collaborate across all levels of the organization
Exemplary relationship building skills
Exceptional verbal and written communication and presentation skills
Strong organizational skills and ability to multi-task and prioritize
Analytical mindset and strong problem-solving abilities
Fluent in Microsoft Word, PowerPoint, Outlook and Excel; experience with Salesforce.com a plus

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
dateFounded in 1967
location
New York, New York, USA
people-size1001-5000 employees
web-link
http://www.alliancebernstein.com

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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Recent News

PitchBook
QXO upsizes preferred equity placement to $3B amid strong demand
2026-01-16
thefly.com
AllianceBernstein announces Erzan as President
2026-01-06
MarketScreener
OptimumBank Holdings, Inc. Announces Capital Structure Enhancements Reflecting Strong Institutional and Insider Alignment
2026-01-05
Company data provided by crunchbase