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Client Operations Specialist

2 months ago

Sydney, New South Wales, Australia Capital Group Full time
Job Summary

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.
Requirements
  • 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.
What We Offer

As a Client Operations Analyst at Capital Group, you will have the opportunity to work with a talented team of professionals, develop your skills and knowledge, and contribute to the success of our organization.