Senior Client Relations Analyst, Institutional Business

rovide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

"I can lead a full life."

You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.

• 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

ROLE SUMMARY

The Senior Client Relations Analyst represents Capital Group externally with primarily UK Institutional clients, with a focus on retaining and growing client relationships. In collaboration with teams across the Europe & Asia Client Group (EACG), the team engage directly with clients and service providers to deliver deep expertise on industry, organizational, and operational topics. Provides a consultative client experience by anticipating needs, leading or participating in client meetings, and ensuring exceptional service, with cross-functional teams to advocate for client priorities. Serve as a credible representative of Capital Group, strengthening relationships and driving long-term growth.

PRIMARY RESPONSIBILITIES/ESSENTIAL FUNCTIONS

In partnership with EACG Business Development Managers (BDMs), retains and grows relationships by delivering proactive client service

• Develops and executes strategies to strengthen and retain client relationships, aligned with UK Institutional Business objectives; Engages proactively with clients and create account plans in partnership with Business Development Managers (BDMs), monitoring progress and adapting plans as necessary.

• Collaborates with BDMs and Business Development Associates (BDAs) as part of a regional team to review client updates, risks, and pipeline; provides insights to inform sales approaches and implement retention strategies for at-risk clients.

• Maintains accurate CRM records in Salesforce and other internal systems.

Accountable for building enduring relationships with clients through proactive ongoing relationship management and servicing

• Delivers proactive, value-added insights during client interactions through continuous engagement, including regular in-person meetings.

• Partners with clients to identify and resolve a variety of complex issues and non-standard requests; Addresses ad hoc queries related to portfolios, regulations, markets, and investment strategies.

• Shares key insights from client interactions with relationship and business development teams, escalating critical matters internally when necessary; Participates in client due diligence and other meetings as required.

Ensures excellent client experience for all aspects of client servicing support and reporting

• Works in close partnership with Investment Operations teams, exercising independent decision-making authority to manage all aspects of client servicing.

• Applies a deep knowledge of regulatory requirements to determine appropriate actions for complex service needs, advocate for clients, and coordinate with internal teams as necessary.

• Collaborates with legal, compliance, and operations teams to oversee complex processes such as account setup, legal agreement and investment guideline negotiations, account transitions, new market openings, transfers, terminations, and other client/account maintenance activities; works with relevant internal teams and external providers to establish and maintain client and regulatory reporting.

• Coordinates and reviews responses to due diligence questionnaires and RFIs.

Provides senior-level leadership for the Client Relations team, mentoring other team members, recommending and driving client service best practices, and providing advice and guidance on complex issues.

SKILLS & EXPERIENCE

• 8+ years of Institutional client service experience in the Asset Management industry, with client-facing experience.

• Able to demonstrate an in-depth understanding of the institutional marketplace and client needs; identifies issues and recommend resources to address complex and broad matters.

• Demonstrable understanding of and ability to represent complex investment products, strategies, solutions, and fees with clients.

• Displays intellectual curiosity, analytical and critical thinking, and problem-solving skills.

• Collaborative approach, develop/maintain working relationships inside and

• outside the organization to enable effective completion of business objectives.

• Strong written and oral communication skills and presentation skills.

• In-depth knowledge of Excel, Microsoft applications and business applications (Salesforce).

"I can apply in less than 4 minutes."

You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.

"I can learn more about Capital Group."

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

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.

You can learn more about our compensation and benefits here.

• Temporary positions in the United States are excluded from the above mentioned 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.