What are the responsibilities and job description for the Client Relationship Specialist position at 124 CCG CCG?
“I can succeed as a Client Relationship Specialist at Capital Group.”
As one of our Client Relationship Specialists (CRS) you will represent Capital’s Institutional Investment Services to the largest institutional investment clients. You have plenty of examples of times when you’ve gathered information from a variety of sources, synthesized it, and presented it in a concise, compelling manner. You take the time to create and maintain meaningful relationships, you’re a generous collaborator, and a strong project manager. You’ve fine-tuned your communication style to influence a variety of personalities. You raise your hand when you see a problem or have a question. Your colleagues turn to you for sound recommendations based on facts.
Using tools like Salesforce, you'll partner with internal resources on critical support initiatives such as management reporting, data accuracy and mass/automated communications. You will partner with Consultant Relationship Managers (CRM) and Internal Sales & Support Coordinators (ISSC) in a sales-oriented team model. If you’re up for a challenge, our environment is fast-paced, and no two days are the same.
“I am the person Capital Group is looking for.”
- You keep the pulse of economic market trends and industry developments and have a deep level of investment expertise.
- You'll help drive business value by proactively developing relationships at client firms.
- You will present our strategies to our clients and prospects as well as coordinate all sales opportunities.
- You will conduct effective meetings with research contacts and clients.
- You can help prepare for an effective finals meeting and develop relationships with key partners internally and externally.
- You can uncover opportunities and move them through each stage of the sales cycle.
- Ability to prioritize and organize core responsibilities and handle multiple priorities.
- You have a Series 7 & 66 or willing to obtain within the first couple months.
- You have a bachelor's degree and 5 years of experience.
Southern California Base Salary Range: $121,652-$194,643
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 Canada and 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.
Salary : $121,652 - $194,643
