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Global Client Service & Operations Specialist

Capital Group
$153,965-$246,344
retirement plan
United States, California, Irvine
Apr 14, 2025

"I can succeed as a Global Client Service & Operations Specialist at Capital Group."

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.

Deadline to apply: Monday, April 28, 2025

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

  • 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.

Southern California Base Salary Range: $153,965-$246,344

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 Canada and 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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