Client Operations Specialist
1 month ago
The Client Operations team at Capital Group is seeking a highly skilled and detail-oriented professional to support the operational aspects of our fund investors across Europe and Asia. As a Client Operations Analyst, you will be responsible for providing superior service to investors, directly or indirectly, as part of the Responsible Entity and fund manager/product issuer responsibilities.
Key Responsibilities- Monitor, support, and oversee the outsourced unit registry's overall service delivery, including applications, transactions, maintenance, AML/KYC, and distributions.
- Ensure that investors' queries are answered in a consistently prompt and professional manner.
- Manage management fee rebates agreements and platform agreements and the associated fees payment.
- Conduct distributor oversight, including AU DDO reporting and due diligence.
- Act as a liaison for our Europe-based Tax and Fund Administration teams to assist with custody, fund account, and financial reporting matters.
- Participate in projects and initiatives, including regulatory projects, digital enhancements, and share class rationalization.
- Monitor, support, and oversee the outsourced unit registry service delivery, ensuring that service levels are met with regards to accuracy and timeliness of investor reporting, distributions, rebates processing, and investor communication.
- Provide high-level service to existing and prospective investors, including responding to queries in a timely manner and informing on delivery timeframes and complexity as relevant.
- Manage platform and Management Fee Rebates (MFR) agreements and payments, coordinating the drafting and negotiation of agreements and liaising with platforms and asset consultants/wealth managers.
- Conduct distributor oversight, including AU DDO monitoring and due diligence, and participate in DDO working groups.
- Act as a liaison for our Europe-based Tax and Fund Administration teams, assisting with governance and regulatory reporting obligations and liaising with the outsourced unit registry and outsourced fund admin.
- Contribute to the quality of team processes and business acumen, identifying and discussing perceived gaps in operations/business processes and recommending improvements relative to risk and/or efficiency.
- Demonstrate effective written and oral communication skills with a diverse group of associates, including external parties and senior business leaders.
- Demonstrate and develop in-depth knowledge of the AU managed funds industry, client services, and mutual funds, applicable regulation, industry guidelines, and practices, trends, and technology.
- Evaluate and appropriately address data confidentiality and security concerns when dealing with stakeholders.
- Effectively collaborate with others to meet shared objectives and develop relationships within the team, other internal teams, and with external parties, including service providers.
- Be attentive to detail and provide accurate information about Capital Group AU funds, policies, and services to investors or their representatives.
- Demonstrate in-depth knowledge of investor servicing and related processes, including CG AU funds' PDSes and Information Incorporated by Reference (IIR), specific regulatory and operational constraints, and general CG best practice guidelines.
- Provide effective and professional service orientation, prioritizing and balancing different interests or perspectives in elaborating solutions.
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