Institutional Client Service Coordinator
5 days ago
Company Description
AB is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the world. AB employs more than 500 investment professionals with expertise in growth equities, value equities, fixed income securities, blend strategies and alternative investments and, through its subsidiaries and joint ventures, operates in more than 20 countries. AB’s research disciplines include fundamental research, quantitative research, economic research and currency forecasting capabilities. Through its integrated global platform, AB is well-positioned to tailor investment solutions for its clients. AB also offers independent research, portfolio strategy and brokerage-related services to institutional investors.
Position
The Institutional Coordinator will sit within the IIM Business Ops and Client Service Organization and support key areas of Institutional Sales and Client Service. This role partners with Institutional Advisors and Client Service professionals to develop and distribute marketing and presentation content, manage meeting preparation and coordination, maintain oversight of CRM (Salesforce) data and support a range of projects to deliver outcomes on behalf of the firms largest clients and prospects. To be successful across all aspects of the role, the Coordinator must be well organized, have strong attention to detail, and build relationships with a range of stakeholders both internal and external.
Description
Specific responsibilities will include but are not limited to:
- 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 Service Professionals, Sales Advisors, Business Development and Portfolio Managers to customize and refine Client Servicing and Prospecting presentations- Work with Sales & Service Leadership on client plans, business-at-risk or other client reports/info- Coordinate Strategic Marketing efforts for 3-5 Institutional Sales teams- Executing on 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 Service partners with regular and ad-hoc client queries
**Qualifications**:
- 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 abilitiesPune, India
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