[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Equitable Holdings jobs](https://jobs.opennash.com/companies/equitable-holdings/) · [Search jobs](/search/) Equitable Holdings · Pune, India # AO/Client Servicing Team Leader Pune, India Full-time Listed on Equitable Holdings’s official careers site. Posted September 30, 2026. Check that it is still open and apply there. [Apply on Equitable Holdings’s careers site →](https://abglobal.wd1.myworkdayjobs.com/alliancebernsteincareers/job/Pune-India/AO-Client-Servicing-Team-Leader_R0019927) [OpenNash Jobs](https://jobs.opennash.com/) / [Equitable Holdings](https://jobs.opennash.com/companies/equitable-holdings/) / AO/Client Servicing Team Leader ## Job description ### 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. Motivating 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. Conducting internal error analysis and preparing preventive and corrective action logs. Managing new process migrations and participating in related meetings and calls. Participating in and promoting quality and productivity initiatives within the team. Implementing training modules to enhance operational knowledge. Maintaining necessary Management Information System (MIS) records. Motivating team members to participate in AB initiatives. What makes this role unique or interesting (if applicable)? This role offers exposure to multiple areas within Private Wealth Operations at AllianceBernstein, creating meaningful opportunities for learning and growth. Its broad scope supports skill development across operational functions, including account opening and closing, asset management, portfolio support, and administration. What is the professional development value of this role, i.e., what learning and professional growth does the role offer the candidate? The multifaceted nature of this role and the diverse stakeholders the PCA interacts with daily provide strong opportunities to build skills across a broad range of operational functions. These include managing PCA expectations, developing people-management capabilities, supporting Portfolio Management, and adapting administrative support to varying business requirements. Job Qualifications (The ideal candidate should have the following): The candidate must be responsible, highly organized, detail - oriented, and efficient. Strong interpersonal skills and clear written and verbal communication are required. The candidate should also have strong problem - solving and analytical skills, along with the ability to work in a fast-paced, deadline-driven environment. The ideal candidate should be able to multitask, prioritize effectively, manage multiple projects or tasks simultaneously, independently research and resolve issues, and be ready to work the US shift. ### Qualifications, Experience, Education Bachelor’s or Master’s degree, preferably in Accounting, Business, or Finance. Minimum of 2 years of experience in the financial services industry. ### Skills The candidate should have working knowledge of Microsoft Office and the ability to use AI tools and related products effectively. Pune, India ## At a glance - Posted by the employer: Sep 30, 2026 - First seen by OpenNash: Oct 11, 2026 - Last checked: Oct 18, 2026 - Listed for: 18 days - Location: Pune, India - Employment type: Full-time[Apply on Equitable Holdings’s careers site →](https://abglobal.wd1.myworkdayjobs.com/alliancebernsteincareers/job/Pune-India/AO-Client-Servicing-Team-Leader_R0019927) ## More jobs at Equitable Holdings ### [AO / AI Governance Coordinator](https://jobs.opennash.com/companies/equitable-holdings/jobs/ab4ba5985dfc203bc7c6/) Pune, India ### [AO/European Loan Portfolio Analyst](https://jobs.opennash.com/companies/equitable-holdings/jobs/bc2cc43ad7f1752bc860/) Pune, India ### [AO/RFP Writer - Fixed Income](https://jobs.opennash.com/companies/equitable-holdings/jobs/5a5ad173e5971ed0701d/) Pune, India ### [Class Actions & Proxy Analyst](https://jobs.opennash.com/companies/equitable-holdings/jobs/82abd780136c34719955/) Pune, India ### [Head of Core Client Reporting, AB India](https://jobs.opennash.com/companies/equitable-holdings/jobs/ee2373ecd9ebbd69e058/) Pune, India ## Similar jobs at other companies ### [client relations centre team leader](https://jobs.opennash.com/companies/richemont/jobs/3f783d7d2cdcf8c56f4f/) Richemont ### [Team Leader, Client Project Management](https://jobs.opennash.com/companies/thermo-fisher-scientific/jobs/a3c41a3a82ad34f72b59/) Thermo Fisher Scientific · Singapore ### [RO:Digital Servicing - Team Member](https://jobs.opennash.com/companies/axis-bank/jobs/732fb22e2c8417c69453/) Axis Bank · Mumbai ### [Team Leader, Insurance Policy Servicing](https://jobs.opennash.com/companies/marsh/jobs/658ff96bb0d31b96953e/) Marsh · Warsaw - Prosta OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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