Client Operations Specialist
3 days ago
We are seeking a highly skilled Client Operations Analyst to join our team in Sydney. As a key member of our Client Operations team, you will be responsible for providing exceptional service to our investors, including platforms, dealer groups, and internal stakeholders.
Key Responsibilities- Monitor and support the outsourced unit registry's service delivery, ensuring accuracy and timeliness of investor reporting, distributions, and rebates processing.
- Provide high-level service to existing and prospective investors, responding to queries in a timely manner and demonstrating Capital Group's commitment to superior client service.
- Manage platform and Management Fee Rebates (MFR) agreements and payments, coordinating with Legal & Compliance and Sales teams as needed.
- Conduct distributor oversight, including AU DDO reporting and due diligence, and participate in projects and initiatives to improve our services.
- Act as a liaison for our Europe-based Tax and Fund Administration teams, assisting with custody, fund account, and financial reporting matters.
- Effective written and oral communication skills, with the ability to work with diverse groups of associates and external parties.
- Strong knowledge of the AU managed funds industry, client services, and mutual funds, with the ability to apply this knowledge to work assignments.
- Ability to evaluate and address data confidentiality and security concerns when dealing with stakeholders.
- Excellent collaboration and relationship-building skills, with the ability to work effectively with internal teams and external parties.
- Attention to detail, with the ability to provide accurate information about Capital Group's AU funds, policies, and services to investors or their representatives.
Capital Group is a global investment management company that provides investment and retirement solutions to individuals, institutions, and financial intermediaries. We are committed to delivering exceptional service and value to our clients, and we are seeking talented individuals to join our team in Sydney.
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Client Operations Specialist
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