Global Client Service & Operations Specialist

Capital Group•Los Angeles, CA

About The Position

A Global Client Service & Operations Specialist would demonstrate a deep knowledge and is an experienced contributor and leader within the Global Client Service & Operations area. Provides mentoring and direction for the team and serves as a role model for other associates. Leverages deep operational expertise to coordinate new and complex client activities such as onboarding of new accounts, contributions and withdrawals, terminations, and other significant account transitions. Coordinates with many areas within the organization to ensure accurate and timely execution, as well as communicating directly with large institutional clients and their service providers. Leads cross department initiatives/projects impacting our client base. Anticipates future business needs and identifies opportunities to enhance Global Client Service & Operations Team functions and processes. Provides leadership and serves as a resource to the team and department.

Requirements

Demonstrates intellectual curiosity, analytical and critical thinking, problem-solving skills, conflict resolution skills and capability for nimble learning.
Demonstrates in-depth knowledge of functional responsibilities and interdependencies with various business partners to direct questions, tasks.
Demonstrates strong project management skills and capabilities, and organizational skills.
Demonstrates ability to collaborate and develop/maintain working relationships with various levels of stakeholders, inside and outside the organization.
Demonstrates general knowledge of team responsibilities, procedures, and controls to effectively fulfill role responsibilities and deliver client centric outcomes.
Demonstrates in-depth knowledge of the investment management industry and understands and advocates for client needs.
Demonstrates strong written and oral communication skills, and meeting facilitation capability.
Demonstrates a strong knowledge of primary Microsoft applications (Excel, Outlook, PowerPoint, Word, Teams).
Exhibits the ability to troubleshoot low and medium complexity issues.
Demonstrates strong leadership, good judgement, and decision-making skills; recognizes when to escalate an issue to other business areas (e.g., legal) or more senior associates and managers.
Flexibility to work in fast paced environment and the ability to manage more than one project/activity at a time in a fast-paced environment.

Responsibilities

Coordinates new and complex client activities such as onboarding of new accounts, contributions and withdrawals, terminations, and other significant account transitions.
Coordinates with many areas within the organization to ensure accurate and timely execution, as well as communicating directly with large institutional clients and their service providers.
Leads cross department initiatives/projects impacting our client base.
Anticipates future business needs and identifies opportunities to enhance Global Client Service & Operations Team functions and processes.
Provides leadership and serves as a resource to the team and department.