Role summary : Works independently on most assignments to proactive service institutional and financial intermediary clients in support of Distribution’s client relationship teams.
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 :
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.
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 annual due diligence questionnaires and RFIs. Collaborates with Global Fee Consulting on all fee-related matters.
Business & Technical skills