AO/Analyst, Global Families

About this role

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Skills you'll use

What you'll do

• Workflow Execution and Operational Support
• Support day-to-day execution of Global Families workflows, including data processing, reporting, tracking, documentation, and routine follow-up.
• Assist with onboarding, the Non-US client Pre-Clearance process, non-US advisor travel approvals, annual client KYC updates, and other recurring operational processes.
• Field routine onboarding and Non-US client Pre-Clearance process inquiries, escalating complex, sensitive, or judgment-based matters as appropriate.
• Help ensure process steps are completed consistently, accurately, and in accordance with established procedures.
• Non-US Approvals, Diligence, and Reporting
• Support non-US advisor travel approval and Non-US client Pre-Clearance process workflows by collecting required information, conducting initial research, tracking approvals, and maintaining documentation.
• Assist with supervision of World-Check and related diligence support, as applicable, and organize findings for review.
• Assist Global Families team members with recurring reports related to approvals, Non-US client Pre-Clearance process activity, Code-N matters, onboarding, KYC updates, and other Global Families workflows.
• [Track workflow volumes, business trends, bottlenecks, recurring issues, and escalation patterns to support process improvement and better visibility across the business.]

Who can apply

• 2 to 5 years of relevant experience in financial services, wealth management, investment management, operations, compliance support, client onboarding, KYC, due diligence, or a related role.
• Strong organizational skills, attention to detail, and ability to manage multiple workflows, deadlines, and follow-ups simultaneously.
• Strong written and verbal communication skills, including the ability to summarize information clearly and escalate issues appropriately.
• Comfort working with structured processes, trackers, reports, and sensitive client or business information.
• Proficiency with Microsoft Excel, PowerPoint, Word, and Outlook; familiarity with CRM, screening, workflow, or reporting tools is helpful.
• Ability to work independently while coordinating closely with US-based Global Families team members across time zones.
• Interest in process improvement, operational scale, and the responsible use of automation to improve team efficiency.
• Leadership & Success Characteristics
• Strong organization, attention to detail, and discipline in managing documentation, data, and process steps.
• Ability to anticipate needs, identify gaps, and follow through without waiting for direction.

About AllianceBernstein

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