Core Operations Account Implementation Specialist
3 weeks ago
Capital Group is seeking a skilled professional to join our team as a Core Operations Account Implementation & Support Senior Associate.
As a key member of our Core Operations team, you will be responsible for coordinating with internal and external stakeholders to ensure operational readiness for mutual funds, Exchange Traded Funds (ETF), Collective Investment Trusts (CIT), Institutional Separate Accounts, and Private Client Services (PCS). You will work independently on standardized/recurring assignments and under the supervision of more senior associates for daily production, complex projects, and ad hoc requests.
You will provide exceptional service to internal and external partners and clients by addressing ad hoc inquiries and ensuring timely and accurate resolution of issues.
Your Key Responsibilities:
- Coordinate with internal and external stakeholders to ensure operational readiness for mutual funds, ETF, CIT, Institutional Separate Accounts, and PCS.
- Work independently on standardized/recurring assignments and under the supervision of more senior associates for daily production, complex projects, and ad hoc requests.
- Provide exceptional service to internal and external partners and clients by addressing ad hoc inquiries and ensuring timely and accurate resolution of issues.
- Demonstrate a high level of attention to detail, ensuring accuracy and thoroughness in all aspects of work responsibilities.
- Be proficient in Microsoft Excel, including experience with VLOOKUP, INDEX-MATCH, and pivot tables.
- Effectively communicate with internal and external stakeholders with varying levels of experience.
- Be highly organized with the ability to manage multiple tasks simultaneously without compromising quality in a deadline-driven environment.
Requirements:
- Bachelor's degree in finance, accounting, economics, business, or a relevant field of study.
- Industry experience working with mutual funds, ETF, CIT, Institutional Separate Accounts, and other retail products.
About Capital Group:
Capital Group is a global investment management company that offers a range of financial products and services to individuals, institutions, and financial intermediaries. Our mission is to provide our clients with consistent, long-term results through investment management and financial analysis.
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