Company Description:
As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients’ most valued asset-management partner.
Describe the role:
The candidate will report to the AVP, Private Client Administration Team Manager, and support the AB Private Wealth Sales team. As operational generalists, the Private Client Administration team acts as a liaison between Sales, Portfolio Management, and Operations. The AO - Client Servicing Team Leader plays an important role in servicing a designated client base and managing day-to-day tasks for Private Client accounts.
The key job responsibilities include, but are not limited to:
• Opening various types of new accounts and facilitating client onboarding.
• Conducting thorough quality reviews for new accounts.




• Initiating the opening of Alternative Investment accounts.
• Setting up NPT Philanthropic Impact Fund accounts and possessing in-depth knowledge of AB products.
• Addressing customer inquiries regarding new account opening and statement delivery quality control.
• Achieving Key Performance Indicators (KPIs) related to Turnaround Time (TAT) and Accuracy.
• Assigning and managing work allocation within the team.
• Conducting regular one-on-one sessions and resolving conflicts effectively.
• Providing process training to new team members.
• Troubleshooting and addressing process-related issues for team members.
• Inspiring team members to achieve performance targets (SLA/Internal benchmarks).
• Assessing the development and training needs of team members based on quality and productivity assessments.
• Promoting an AI-enabled culture within the team and identifying process improvement opportunities to enhance efficiency

📌 AO/Client Servicing Team Leader (Pune)
🏢 Alliancebernstein
📍 Pune