Client Operations Senior Associate

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.  

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. 

 

“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 factor in salary and variable 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 

Role Summary

The Senior Associate will support the delivery of a high level of service to investors transacting in CG’s product line, either directly or indirectly via outsourced transfer agency providers. The role supports investor onboarding activities, including transfer agency account opening and the coordination of required documentation, as well as day‑to‑day fund activity across Alternative Investment Funds, ETFs and CG’s Luxembourg SICAVs. The Senior Associate works closely with internal stakeholders and external service providers to ensure processes are completed accurately, timely, and in line with regulatory and operational requirements.

Primary responsibilities

• Provide high‑quality service and support to existing and prospective investors, as well as internal partners, ensuring queries are handled accurately and within expected timelines.

• Support investor account opening by coordinating documentation and communication between investors (or their representatives), internal client‑facing teams, and outsourced transfer agency providers.

• Assist with new investor onboarding activities, including the preparation and coordination of legal documentation and supporting the completion of AML/KYC requirements, under appropriate supervision.

• Monitor investor transaction activity and support ongoing operational processes, liaising with relevant internal departments to help ensure smooth execution.

• Contribute to the calculation and reporting of distribution fees to financial intermediaries, following established processes and controls.

• Support oversight of outsourced service providers by helping to monitor service delivery against agreed operational and regulatory standards.

• Participate in projects and initiatives as a team member, contributing operational input and supporting project delivery as required.

• Identify issues or discrepancies and escalate appropriately, working with senior team members to support resolution.

• Assist with documenting processes and maintaining procedural materials to ensure information remains clear, accurate, and up to date.

• Support the preparation of data and reports for regulatory, management, or internal analysis purposes.

Qualifications

• 3+years of experience working in asset management, with a background in Alternative Investment Funds, ETFs, and Luxembourg-based funds.

• Experience in transfer agency oversight or investor support, with solid knowledge of investor AML/KYC requirements.

• A degree in finance or business management is preferred.

• Experience with data visualization software like Tableau or Power BI

• Fluency in English is required. Knowledge of additional languages, particularly Italian or Spanish, is considered a strong advantage.

• Excellent verbal and written communication skills, with an ability to work effectively with colleagues, counterparties, and investors.

• Exceptional attention to detail, commitment to accuracy, and a strong orientation towards high-quality service.

• Highly organized, self-motivated, and a dedicated team player with a keen interest in learning and expanding knowledge.

• A mindset focused on continuous improvement.

“I can apply in less than 4 minutes.”  

  

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.  

  

“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 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.‎ 

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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 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.