Client Operations Expert

2 weeks ago

Irvine, California, United States Capital Group Full time

"I can excel as a Client Operations Expert at Capital Group."

The Client Operations Expert plays a crucial role within the Private Client Services division, acting as a key point of escalation while delivering operational support and oversight for client accounts and transactions. This position demands a proactive mindset to ensure the efficient and precise execution of tasks, emphasizing results and upholding exceptional service standards.

Key Responsibilities:

  • Assumes responsibility and oversight for designated areas, guaranteeing timely and precise completion of the team's work.
  • Delegates tasks to team members as necessary, while remaining actively engaged in production work to stay informed about trends.
  • Exhibits proactive planning and execution to effectively manage substantial workloads.
  • Sets a standard for achieving results through example, demonstrating adaptability, and smoothly transitioning between tasks to meet business requirements.
  • Acts as the primary contact for the team regarding production-related matters and serves as the escalation point for assigned areas.
  • Functions as a secondary reviewer when required and manages complex or nuanced production tasks independently.
  • Identifies gaps and opportunities for resource enhancement, including processes and technology, ensuring timely updates are implemented.
  • Keeps management informed with a solution-oriented approach regarding team progress, capacity, and potential challenges.
  • Recognizes risks in daily production activities and promptly raises awareness to management.
  • Serves as the subject matter expert on broader departmental initiatives and reviews changes from other teams or external partners to proactively address potential impacts.
  • Collaborates closely with management to assess work distribution and ensure adequate coverage, making adjustments as necessary to adapt to changes.
  • Demonstrates approachability, consistently making themselves available to team members by initiating contact. Builds rapport directly with the team, other departments within PCS/CG, and external partners.
  • Skilled at guiding discussions, adjusting communication styles, and contributing to a supportive and dynamic team environment.
  • Utilizes a strategic skillset to contribute to departmental projects, long-term objectives, and goals.

"I am the candidate Capital Group seeks."

  • Bachelor's degree in finance, business administration, or a related discipline.
  • Prior experience in financial services or client operations is advantageous.
  • Strong organizational and time management capabilities.
  • Exceptional communication and interpersonal skills.
  • Proficiency in Microsoft Office Suite and financial management software.
  • Detail-oriented with a commitment to precision and quality.
  • Able to work effectively in a team setting and cultivate strong relationships with clients and colleagues.
  • Strategic thinking and problem-solving abilities.

Southern California Base Salary Range: $116,974-$187,158

In addition to a highly competitive base salary, per plan guidelines, restrictions, and vesting requirements, you will also be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus, along with a retirement plan where Capital contributes 15% of your eligible earnings.

*Temporary positions in Canada and the United States are excluded from the aforementioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state, and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking, or any other characteristic protected by federal, state, or local law.

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