Institutional Client Service Coordinator

As an Institutional Coordinator at AB, you will play a crucial role in supporting key areas of Institutional Sales and Client Service. Your responsibilities will include:

• Maintaining CRM (Salesforce) data for 3-5 Institutional Sales teams, focusing on Meeting and Activity Logs, Opportunity Updates, Contact Details, Consultant Relationships, Product Interest, and Client Deliverables.
• Arranging and participating in portfolio updates with North America based clients, collaborating closely with AB investment professionals.
• Partnering with various teams to develop and customize Client Servicing and Prospecting presentations.
• Coordinating Strategic Marketing efforts for Institutional Sales teams.
• Executing logistics for on-site events, including room bookings, printed materials, and AV services.
• Proactively staying updated on AB products and investment processes.
• Supporting Client Service partners with client queries.

Qualifications required for this role:

• Bachelors degree.
• Desire to work in a fast-paced Asset Management Sales organization.
• Track record of outstanding performance and achievement.
• Strong belief in prioritizing clients and leading others to do the same.
• Ability to collaborate effectively across all levels of the organization.
• Excellent relationship building, communication, and presentation skills.
• Strong organizational and multitasking abilities.
• Analytical mindset with strong problem-solving skills.

AB is a leading global investment management firm that offers high-quality research and diversified investment services to clients worldwide. With a team of over 500 investment professionals, AB operates in more than 20 countries and provides expertise in various investment strategies. Through its integrated global platform, AB tailors investment solutions to meet the needs of its clients. As an Institutional Coordinator at AB, you will play a crucial role in supporting key areas of Institutional Sales and Client Service. Your responsibilities will include:

• Maintaining CRM (Salesforce) data for 3-5 Institutional Sales teams, focusing on Meeting and Activity Logs, Opportunity Updates, Contact Details, Consultant Relationships, Product Interest, and Client Deliverables.
• Arranging and participating in portfolio updates with North America based clients, collaborating closely with AB investment professionals.
• Partnering with various teams to develop and customize Client Servicing and Prospecting presentations.
• Coordinating Strategic Marketing efforts for Institutional Sales teams.
• Executing logistics for on-site events, including room bookings, printed materials, and AV services.
• Proactively staying updated on AB products and investment processes.
• Supporting Client Service partners with client queries.

Qualifications required for this role:

• Bachelors degree.
• Desire to work in a fast-paced Asset Management Sales organization.
• Track record of outstanding performance and achievement.
• Strong belief in prioritizing clients and leading others to do the same.
• Ability to collaborate effectively across all levels of the organization.
• Excellent relationship building, communication, and presentation skills.
• Strong organizational and multitasking abilities.
• Analytical mindset with strong problem-solving skills.

AB is a leading global investment management firm that offers high-quality research and diversified investment services to clients worldwide. With a team of over 500 investment professionals, AB operates in more than 20 countries and provides expertise in various investment strategies. Through its integrated global platform, AB tailors investment solutions to meet the needs of its clients.