Client Relations Associate

Vor 4 Tagen


Geneve, Schweiz Capital Group Vollzeit

**Req ID**: 52826

**Location**: Geneva

**Other location(s)**:
**“I can be myself at work.”**

You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world ̶ everything that makes you unique. We’re working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.

We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more.

**“I can influence my income.”**

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will be the equivalent of 15% of your annual 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

A Client facing team across Europe responsible for managing the servicing needs of clients and partnering with Distribution teams to build and retain client relationships.

We are currently seeking a Client Relations Associate based in Switzerland, responsible for Swiss intermediary client service and supporting on key European GFI and platform relationships

**Ongoing servicing and activities**
- Working in close partnership with Swiss sales team as the main day-to-day servicing interface between the Financial Intermediary Sales Teams and internal departments within CG.
- Ensure execution of agreed service levels requirements and review standards as appropriate.
- Coordinate with internal groups to answer operational, trade, investment, fee, regulatory, legal, tax and transaction cost related queries from clients and the Financial Intermediary Sales Teams.
- Coordinate client communications (regulatory, market driven, project outcomes, PM changes).
- Provide coordination and servicing support on the key GFI relationships in Switzerland and Europe, partner closely with the European Sales Team on these relationships.
- Ensure client reporting is set up correctly and monitor ongoing deliverables.
- Work with Client Operations Team to support the onboarding process for new clients and kick off new distributor process with internal stakeholders.
- Coordinate negotiations on and Distribution Agreements (or maintenance) including SLAs.
- Liaise with RFP team to deliver annual DDQs to clients.
- Work alongside Team Manager and Specialists to deliver and support key projects and initiatives to align Client Relations with the EACG LT strategy.
- Stay up to speed on regulatory issues relevant to the local market
- Provide sales/relationship team visibility of client interactions.

**Meetings/external events**
- Support the client meeting cycle (logistics, presentation materials, coordinating back up, follow ups), attend and host meetings where relevant.
- Coordinate and host client service reviews and operational due diligence meetings.
- Attendance and visibility at CG hosted events, building strong in person relationships.
- Host meetings in other CG offices where relevant.

**Key skills and experience**
- Client focused mind-set, strong communication and interpersonal skills to build relationships with clients and internal stakeholders, local industry knowledge, problem solving skills, ability to influence stakeholders.
- Degree level qualification preferable.

**“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 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor,


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