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- 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 enhancing client experiences and driving long-term growth.
- Qualifications: 8+ years in institutional client service with strong communication and analytical skills.
- Other info: Opportunity for mentorship and career advancement in a dynamic industry.
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 RFI's.
- 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 in London 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 in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and engage with professionals on platforms like LinkedIn. We can’t stress enough how important it is to build relationships that could lead to job opportunities.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their client relations approach and be ready to discuss how your experience aligns with their needs. We want you to shine and show them why you’re the perfect fit!
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way in keeping you top of mind. We recommend mentioning something specific from your conversation to show your genuine interest in the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Client Relations, Associate Director - Institutional Business in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Senior Client Relations Analyst. Highlight your experience in institutional client service and any relevant achievements that showcase your ability to retain and grow client relationships.
Craft a Compelling Cover Letter: Your cover letter should tell a story about your journey in client relations. Use it to demonstrate your understanding of the institutional marketplace and how you can bring value to Capital Group's clients.
Showcase Your Communication Skills: Since strong written and oral communication skills are key for this role, ensure your application reflects clarity and professionalism. Use concise language and structure your thoughts logically to make a great impression.
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. This way, you can be sure your application reaches us directly and is considered promptly!
How to prepare for a job interview at Capital Group
✨Know Your Clients
Before the interview, research the institutional clients Capital Group works with. Understand their needs and challenges in the asset management industry. This will help you demonstrate your ability to anticipate client needs and provide tailored solutions during the interview.
✨Showcase Your Experience
Prepare specific examples from your 8+ years of experience in institutional client service. Highlight situations where you've successfully retained or grown client relationships, and be ready to discuss the strategies you used. This will show your potential employer that you have the expertise they’re looking for.
✨Master the Technical Skills
Brush up on your knowledge of Excel, Salesforce, and other business applications mentioned in the job description. Be prepared to discuss how you've used these tools in previous roles to manage client relationships and deliver exceptional service.
✨Communicate Clearly and Confidently
Practice your communication skills, as strong written and oral abilities are crucial for this role. During the interview, articulate your thoughts clearly and confidently, especially when discussing complex investment products and strategies. This will help you convey your credibility as a representative of Capital Group.
