Client Operations Analyst (9 month fixed term contract)

Date: Jun 23, 2022

Location: London, GB

Company: Capital Group

Req ID: 53465 

Location: London

Other location(s): N/A 

 

“I can be myself at work.”

 

You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world  ̶  everything that makes you unique. We’re working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.

 

We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more.

 

“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 be the equivalent of 15% of your annual 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

 

Role Summary

 

The Analyst will be responsible to provide the highest service level & support to investors transacting in Capital Groups Funds either directly or indirectly via the outsourced transfer agency. Leads the onboarding of new investors/clients, including transfer agency account opening and coordinating the drafting & negotiation of relevant legal agreements. Oversees daily fund activity and the outsourced transfer agency service providers for CG’s UK OEICs and Luxembourg SICAVs. Responds in a prompt & professional manner to internal and external queries.

 

Primary responsibilities

 

  • Provides high level of service to existing and prospective investors as well as internal clients
  • Facilitates the account opening process between investor and/or their representative(s), Sales, Client Relations Team and the outsourced transfer agency service provider(s)
  • Leads and/or monitors new investor on-boarding including coordinating the drafting, negotiation and ultimate signature of legal agreements and completion of AML requirements
  • Diligently responds to queries in a timely manner and resolves straightforward inquiries
  • Monitors and manages investors’ dealing activity
  • Oversees the process of the calculation of distribution fees paid to financial intermediaries
  • Monitors quality of service delivery by external service providers, notably with respect to key regulatory & operational requirements applying to UK OEICs & Luxembourg SICAVs

 

Qualifications

 

  • The ideal candidate will have experience of working within an asset management compay wit experience of Luxembourg and UK domiciled fund offerrings, in a transfer agency oversight and/or investor support function
  • Fluent in English, with strong verbal and written communication skills, and  track record of effective communication with collegues, counterparties and clients
  • A highly-organized, self-driven and committed team player with strict attention to detail, execution accuracy and intellectual curiosity to learn and expand knowledge
  • Proven track record of excellent customer service

 

“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 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram.

 

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. 

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