Capital Companies Group · 1 day ago
Global Client Service & Operations Specialist
Los Angeles, CA
Full-time
Onsite
Senior Level
$159K/yr - $255K/yrCapital Group Companies is committed to fostering a diverse and inclusive workplace. The Global Client Service & Operations Specialist will leverage operational expertise to coordinate client activities and lead initiatives impacting the client base, while also providing mentoring and direction to the team.
AdviceFinancial ServicesReal Estate
Responsibilities
Demonstrates intellectual curiosity, analytical and critical thinking, problem-solving skills, conflict resolution skills and capability for nimble learning
Demonstrates in-depth knowledge of functional responsibilities and interdependencies with various business partners to direct questions, tasks
Demonstrates strong project management skills and capabilities, and organizational skills
Demonstrates ability to collaborate and develop/maintain working relationships with various levels of stakeholders, inside and outside the organization
Demonstrates general knowledge of team responsibilities, procedures, and controls to effectively fulfill role responsibilities and deliver client centric outcomes
Demonstrates in-depth knowledge of the investment management industry and understands and advocates for client needs
Demonstrates strong written and oral communication skills, and meeting facilitation capability
Demonstrates a strong knowledge of primary Microsoft applications (Excel, Outlook, PowerPoint, Word, Teams)
Exhibits the ability to troubleshoot low and medium complexity issues
Demonstrates strong leadership, good judgement, and decision-making skills; recognizes when to escalate an issue to other business areas (e.g., legal) or more senior associates and managers
Flexibility to work in fast paced environment and the ability to manage more than one project/activity at a time in a fast-paced environment
Qualification
Required
Demonstrates intellectual curiosity, analytical and critical thinking, problem-solving skills, conflict resolution skills and capability for nimble learning
Demonstrates in-depth knowledge of functional responsibilities and interdependencies with various business partners to direct questions, tasks
Demonstrates strong project management skills and capabilities, and organizational skills
Demonstrates ability to collaborate and develop/maintain working relationships with various levels of stakeholders, inside and outside the organization
Demonstrates general knowledge of team responsibilities, procedures, and controls to effectively fulfill role responsibilities and deliver client centric outcomes
Demonstrates in-depth knowledge of the investment management industry and understands and advocates for client needs
Demonstrates strong written and oral communication skills, and meeting facilitation capability
Demonstrates a strong knowledge of primary Microsoft applications (Excel, Outlook, PowerPoint, Word, Teams)
Exhibits the ability to troubleshoot low and medium complexity issues
Demonstrates strong leadership, good judgement, and decision-making skills; recognizes when to escalate an issue to other business areas (e.g., legal) or more senior associates and managers
Flexibility to work in fast paced environment and the ability to manage more than one project/activity at a time in a fast-paced environment
Benefits
Individual annual performance bonus
Capital’s annual profitability bonus
Retirement plan where Capital contributes 15% of your eligible earnings
Generous time-away and health benefits from day one
Flexible work options
2-for-1 matching gifts for your charitable contributions
Opportunity to secure annual grants for the organizations you love
On-demand professional development resources
Company
Capital Companies Group
Capital Companies Group is a company based out of 1110Brickell Ave, Miami, Florida, United States.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase