Client Operations Specialist
2 weeks 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 others to meet shared objectives.
- Attention to detail, with the ability to provide accurate information about Capital Group's AU funds, policies, and services to investors or their representatives.
As a Client Operations Analyst at Capital Group, you will have the opportunity to work in a dynamic and supportive team environment, with access to ongoing training and development opportunities. We offer a competitive salary and benefits package, as well as the chance to work with a leading global investment management company.
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Client Service and Operations Specialist
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Sydney, New South Wales, Australia Anton Murray Consulting Full time{"title": "Client Service and Operations Specialist", "content": "Job SummaryWe are seeking a highly skilled Client Service and Operations Specialist to join our team at Anton Murray Consulting. This is a newly created role that will be responsible for providing exceptional client service and operational support to our clients in the asset management...
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Client Operations Specialist
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Client Operations Specialist
1 month ago
Sydney, New South Wales, Australia Capital Group Full timeJob SummaryWe 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 ResponsibilitiesMonitor and support the outsourced unit registry's service...
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Client Operations Specialist
1 month ago
Sydney, New South Wales, Australia Capital Group Full timeJob SummaryWe 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 ResponsibilitiesMonitor and support the outsourced unit registry's service...
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Client Relations Specialist
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Sydney, New South Wales, Australia Richemont Full time{"title": "Client Relations Specialist", "description": "Make a Lasting ImpactAs a Client Relations Specialist at Richemont, you will be the face of our company, delivering exceptional customer service to our esteemed clients. Your exceptional communication skills, attention to detail, and solutions-oriented approach will make you a valuable asset to our...
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Client Operations Specialist
1 month ago
Sydney, New South Wales, Australia Capital Group Full timeJob SummaryWe 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 ResponsibilitiesMonitor and support the outsourced unit registry's service...
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Client Relations Specialist
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Client Operations Specialist
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Sydney, New South Wales, Australia Capital Group Full timeJob SummaryThe Client Operations team at Capital Group is seeking a highly skilled and detail-oriented individual to join our Sydney office as a Fund Operations Analyst. As a key member of our team, you will be responsible for providing exceptional service to our investors, ensuring the accuracy and timeliness of investor reporting, and monitoring the...
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Client Relations Specialist
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Client Relations Specialist
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Sydney, New South Wales, Australia Richemont Full time{"title": "Client Relations Specialist", "description": "Make a Lasting ImpactAs a Client Relations Specialist at Richemont, you will be the face of our company, delivering exceptional customer service to our esteemed clients. Your attention to detail, solutions-oriented approach, and high level of professionalism will make you an invaluable asset to our...
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Client Operations Specialist
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Sydney, New South Wales, Australia Capital Group Full timeJob SummaryThe Client Operations team at Capital Group is seeking a highly skilled and detail-oriented individual to join our team as a Client Operations Analyst. As a key member of our team, you will be responsible for providing exceptional service to our clients, ensuring accurate and timely processing of investor transactions, and maintaining the highest...
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Client Relations Specialist
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Sydney, New South Wales, Australia Richemont Full time{"title": "Client Relations Specialist", "description": "Make a Lasting ImpactAs a Client Relations Specialist at Richemont, you will be the face of our company, delivering exceptional customer service to our esteemed clients and their customers. Your exceptional communication skills, attention to detail, and solutions-oriented approach will make you a...
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Client Relations Specialist
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