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For Companies At a Glance
- Tasks: Build and maintain strong relationships with UK Institutional clients while delivering exceptional service.
- Company: Join Capital Group, a leader in financial services and investment management.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Why this job: Make a real impact by driving client growth and satisfaction in a dynamic industry.
- Qualifications: 8+ years in institutional client service with strong communication and analytical skills.
- Other info: Opportunity for mentorship and leadership within a supportive team.
The predicted salary is between 36000 - 60000 £ per year.
The Senior Client Relations Analyst represents Capital Group externally with primarily UK Institutional clients, focusing on retaining and growing client relationships. In collaboration with teams across the Europe & Asia Client Group (EACG), the team engages 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
- 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 creates account plans in partnership with 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 Relation 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 recommends 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).
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Customer Service and Business Development
Industries: Financial Services and Investment Management
Client Relations, Associate Director - Institutional Business employer: Capital Group
Contact Detail:
Capital Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relations, Associate Director - Institutional Business
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your experience aligns with their needs. Practice common interview questions and come up with some thoughtful questions of your own to show you’re genuinely interested.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace Client Relations, Associate Director - Institutional Business
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role. Highlight your experience in client relations and asset management, and don’t forget to showcase any relevant achievements that align with the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about client relations and how your skills can help strengthen our relationships with institutional clients.
Showcase Your Communication Skills: Since this role requires strong written and oral communication skills, make sure your application reflects that. Use clear, concise language and demonstrate your ability to convey complex information effectively.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Capital Group
✨Know Your Clients
Before the interview, research Capital Group's UK Institutional clients and their specific needs. Understanding their challenges and how the company addresses them will help you demonstrate your proactive client service approach.
✨Showcase Your Experience
Be ready to discuss your 8+ years of experience in institutional client service. Prepare examples that highlight your ability to build relationships, resolve complex issues, and deliver exceptional service, as these are key aspects of the role.
✨Master the Tools
Familiarise yourself with Salesforce and other business applications mentioned in the job description. Being able to discuss how you've used these tools to manage client relationships effectively will set you apart from other candidates.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle complex client requests. Think of specific scenarios where you've successfully navigated challenges and be ready to share those stories during the interview.
