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Client Relationship Specialist

Capital Group
Chicago
$109K-$174.4K a year
Full-time

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 66 or willing to obtain within first 90 days.
  • You have a bachelor's degree and 5+ years of experience.

New York Base Salary Range : $123,999-$198,398

Indianapolis Base Salary Range : $102,428-$163,885

Chicago Base Salary Range : $109,003-$174,405

30+ days ago
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