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.

• 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.

• 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.