Capital Group · 5 hours ago
Global Client Service & Operations Specialist
Irvine
Full-time
Onsite
Senior Level
$159K/yr - $255K/yrCapital Group is a company committed to fostering a strong sense of belonging in a respectful workplace. They are seeking a Global Client Service & Operations Specialist who will leverage operational expertise to coordinate client activities and lead cross-department initiatives while providing mentorship and direction to the team.
Financial Services
Responsibilities
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
Qualification
Required
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
Benefits
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones
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.
Company
Capital Group
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.
Founded in 1931Los Angeles, CA, US
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Gitlin
President & CEO
Canise Arredondo (she/her/hers)
Chief Financial Officer
Recent News
2024-05-06
2024-04-17
2024-02-27
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