Client Relations Analyst

Role summary: Works independently on most assignments to proactive service institutional and financial intermediary clients in partnership with Capital’s client relationship teams within the Distribution organization. Demonstrates a breadth of understanding of industry, organizational, and operational topics while interfacing directly with external customers such as clients, financial intermediaries and service providers. With direction of more senior staff, responsible for working with internal teams across Investment Operations, Distribution, Legal, Compliance and Service to coordinate and successfully execute service requests, and to plan and coordinate due-diligence and other client meetings. Demonstrates an advanced understanding of Capital’s organization to be able to navigate numerous internal departments in order to deliver excellent service.

Primary responsibilities/essential functions:

Retain client relationships by delivering proactive client servicing:

• Provides ongoing service to external institutional and intermediary clients:
  • Resolves critical service inquiries (e.g., transactional, investment queries, compliance, fees/billing, operational)
  • Liaises with internal departments and utilizes various systems or other resources to serve as a client advocate and collect relevant information to resolve service inquiries.
  • Provides relationship team visibility to client interactions. Escalate critical items to relationship team or other areas internally if necessary.
  • Assists in planning and executing client Due Diligence meetings as needed, which may involve hosting in-person client meetings.
  • Prepares for and co-facilitates recurring meetings with Distribution and other internal team members.
  • Supports the development of annual client business plans, and tracks progress against goals throughout the year.
  • Conducts research and shares perspective to inform sales approach with existing clients.
  • May provide support to Consultant teams within Distribution including assisting with responses to Consultant firm inquiries, RFI/RFP coordination and other ad hoc operational service requests.

• Operational Support & Reporting: Responsible for coordination of all aspects of operational servicing:
  • Coordinates with legal and operational teams to handle account set up, IMA and investment guideline negotiations, account transitions, new market openings, transfers, cashflow management, and terminations.
  • Arranges and, with supervision, chairs meetings with internal departments, clients and/or consultants to discuss servicing and operational requests.
  • Serves as the main interface between external clients, their service providers (including, but not limited to, consultants, transition managers, custodians, and record keepers) and internal departments within Capital Group.
  • Provides ad hoc reporting and internally driven organizational communications regarding routine matters to clients and consultants.
  • Partners with the Reporting Team to define ongoing client reporting support.
  • May deliver a variety of compliance and regulatory reporting.
  • Coordinates the process and reviews responses to due diligence questionnaires and RFIs.
  • Collaborates with Global Fee Consulting on all fee-related matters.

Business & Technical skills

• Demonstrates a working knowledge of the department’s functional responsibilities, CG mandates, investment vehicle structures, fees, different CG business models, internal policies, practices, reporting and regulatory requirements.
• Demonstrates a working knowledge of the interdependencies with various institutional clients, business leaders within CG including Portfolio Managers, Relationship Mangers, Governance committees, boards, etc.
• Demonstrates a working knowledge of the investment management industry as it relates to institutional market.
• Demonstrates an in-depth knowledge of Microsoft applications and business applications. Exhibits knowledge in troubleshooting issues and creatively enhancing work assignments.

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In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.