Client Services Associate

AB Global

San Antonio, Texas, United States
Onsite
Strong written and verbal communication skills
Proficient in office desktop packages
Ability to work in a fast-paced environment
We are seeking a Client Relationship Associate to join our Client Services Department

Job Summary

  • We are seeking a Client Relationship Associate to join our Client Services Department.
  • The role involves answering calls and processing account transactions for AB shareholders and financial advisors.
  • Our culture promotes intellectual curiosity and collaboration, allowing you to thrive in your career.

Matching Summary

We are seeking a Client Relationship Associate to join our Client Services Department.

Skills & Requirements

Must-have

  • Strong written and verbal communication skills
  • Proficient in office desktop packages
  • Ability to work in a fast-paced environment

Nice-to-have

  • Knowledge of mutual fund operations
  • Customer focused and flexible
  • Ability to work independently and in a team

Key Requirements

  • Knowledge within the financial industry is helpful
  • Strong organization and follow up skills
  • PC proficiency and problem-solving skills

Work Rights

Not specified

Tailored Resume

Cover Letter