Sr. Consultant Relationship Specialist
Capital Group Companies - Los Angeles, CA

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The Sr. Consultant Relationship Specialist is a key member of a client service team within Private Client Services (PCS), responsible for anticipating, executing and leading Investment Counselor support activities from prospecting/marketing to client management. The Sr. Consultant Relationship Specialist is responsible for providing exceptional service to a designated group of third party platform (TPP) clients and consultants, and serves as a point person and subject matter expert for all PCS associates.

Responsibilities include:
Coordination of account maintenance/operational activity and ad-hoc and recurring monthly/quarterly reporting

Responding directly to IC, client, and prospect inquiries

Responding to RFIs/RFPs/due diligence questionnaires

Assisting Consultant ICs with meeting preparation and follow-up

Working closely with their Consultant IC on new business development opportunities and planning

Providing leadership to less experienced team members, identifying process improvements, and leading related projects

Sr. Consultant Relationship Specialists are required to liaise and work effectively with various internal groups and manage and prioritize multiple priorities and deadlines Hiring Criteria
Experience in the financial or investment management industry and proven client servicing abilities

A good working knowledge and understanding of capital markets

In-depth knowledge of financial industry, investment recommendations and strategies, fiduciary practices, and the investment advisory and wealth planning business.

Excellent communication skills including strong written, verbal and listening skills

Strong initiative, teamwork and organizational skills are essential with the ability to prioritize multiple requests from a variety of sources

Analytical skills and strong technical skills along with attention to detail

The ability to forge relationships with others inside and outside Capital Group that are based on mutual respect, loyalty and trust

About this company
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The Capital Group Companies, founded in 1931, has built a business being a steady Eddy for its clients. As a rule, the investment firm...