Client Relations Analyst

Job description

“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as a Client Relations Analyst at Capital Group” Role summary: Works independently on most assignments to proactively service our Asia ex Japan clients with a focus on the financial intermediary segment. Demonstrates a breadth of understanding of industry, organizational, and operational topics while interfacing directly with external customers such as financial intermediaries and institutional clients. With direction of more senior staff, responsible for working with internal teams across the Client, Investment and Operational groups to coordinate and successfully execute service requests and other client driven activities. Demonstrates a strong ability 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 distribution and relationship teams visibility to client interactions. Escalate critical items to distribution and relationship teams or other areas internally if necessary. Assists in planning and executing client fund reviews and 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 teams 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 onboardings, IMA and investment guideline negotiations, account transitions, cashflow management and corporate actions Arranges and, with supervision, facilitates 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. “I am the person Capital Group is looking for” Fluent in written and spoken Mandarin. At least 5 years of industry experience, preferably client servicing experience working in the financial intermediary space. Knowledge of the institutional business would be a plus. Demonstrates a working knowledge of the client service functional responsibilities, investment vehicle structures, fees, asset management practices, reporting and regulatory requirements. Demonstrates a working knowledge of the interdependencies with various clients, internal teams including Portfolio Managers, Business Development Managers, Governance committees, boards, etc. Demonstrates a working knowledge of the investment management industry as it relates to financial intermediary and institutional market. Demonstrates an in-depth knowledge of Excel, Microsoft applications and business applications. Exhibits knowledge in troubleshooting issues and creatively enhancing work assignments. “I can apply in less than 4 minutes.” You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community. “I can learn more about Capital Group.” At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ 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 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.