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Global Client Service & Operations Analyst Senior

Lead global client transition projects and optimize operational processes across client servicing
London
Senior
9 hours agoBe an early applicant
Capital Group

Capital Group

Provides actively managed mutual funds and investment services focused on long-term, research-driven equity and fixed-income strategies for global investors.

1 Similar Job at Capital Group

Join Our Global Client Services Team

Capital Group is a leading global investment management firm that has been improving people's lives through successful investing since 1931. We are seeking an experienced and client-focused professional to join our Global Client Services team. In this role, you will lead the full lifecycle execution of client transition activities, delivering a market-leading client experience. Acting as an extension of the Relationship Management team, you will interact directly with clients and external parties, leveraging project management best practices and deep industry knowledge to drive operational excellence. You will also play a key role in developing team processes, championing continuous improvement, and serving as a subject matter expert to help cultivate team capability and knowledge.

You will contribute to the team in the following ways:

  • Lead full lifecycle execution of client transition activities, autonomously delivering complex implementation and ongoing operational servicing needs to a market-leading standard
  • Serve as a key point of contact for clients and external parties, representing the Relationship Management team in meetings and operational discussions
  • Leverage project management best practices to lead cross-functional meetings, manage senior stakeholders, track and complete activity tasks, and proactively identify and mitigate risks
  • Vet contractual and supplemental agreements with internal and external parties; prepare and audit legal documentation and review with clients as needed
  • Assign and execute team tasks for implementation and servicing activities including compliance checks, agreement vetting, status reporting, dashboarding, and SFDC account setup
  • Lead the development of team processes, procedures, and knowledge; drive operational impact assessments and implementation of new or enhanced technology and processes
  • Serve as a technical and/or process subject matter expert, proactively sharing best practices, lessons learned, and recommending opportunities for continuous improvement

"I am the person Capital Group is looking for."

  • You have broad working knowledge of client implementation and operational servicing, with an understanding of interdependencies across business partners and connected functions
  • You demonstrate intellectual curiosity, analytical and critical thinking, strong problem-solving skills, and the ability to learn and adapt quickly in a fast-paced environment
  • You have strong project management and organizational skills, with the ability to manage multiple projects and activities simultaneously
  • You build and maintain effective working relationships with stakeholders at all levels, both inside and outside the organization
  • You have in-depth knowledge of the investment management industry and a genuine commitment to understanding and advocating for client needs
  • You are a strong written and verbal communicator
  • You exercise good judgment and decision-making, recognizing when to escalate issues to senior associates, managers, or other relevant business areas

"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.

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.

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Global Client Service & Operations Analyst Senior
London
Operations
About Capital Group
Provides actively managed mutual funds and investment services focused on long-term, research-driven equity and fixed-income strategies for global investors.