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Job Field: Legal Jobs
Location: Los Angeles, CA
Salary: $Not stated

JOB SUMMARY:

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<tr><td valign="top" width="450"><b>Title Sr. Consultant Relationship SpecialistAutoReqId 14810BRFunctional Area MarketingExperience Level 5-10 yearsWork Location Los Angeles, CA (Downtown)Full Time / Part Time Full TimePosition Description The Sr. Consultant Relationship Specialist is a key member of a client service team within Private Client Services (PCS), responsible for anticipating, executing and leading Investment Counselor support activities from prospecting/marketing to client management. The Sr. Consultant Relationship Specialist is responsible for providing exceptional service to a designated group of third party platform (TPP) clients and consultants, and serves as a point person and subject matter expert for all PCS associates.Responsibilities include:* Coordination of account maintenance/operational activity and ad-hoc and recurring monthly/quarterly reporting* Responding directly to IC, client, and prospect inquiries* Responding to RFIs/RFPs/due diligence questionnaires* Assisting Consultant ICs with meeting preparation and follow-up* Working closely with their Consultant IC on new business development opportunities and planning* Providing leadership to less experienced team members, identifying process improvements, and leading related projects* Sr. Consultant Relationship Specialists are required to liaise and work effectively with various internal groups and manage and prioritize multiple priorities and deadlinesHiring Criteria * Experience in the financial or investment management industry and proven client servicing abilities* A good working knowledge and understanding of capital markets* In-depth knowledge of financial industry, investment recommendations and strategies, fiduciary practices, and the investment advisory and wealth planning business.* Excellent communication skills including strong written, verbal and listening skills* Strong initiative, teamwork and organizational skills are essential with the ability to prioritize multiple requests from a variety of sources* Analytical skills and strong technical skills along with attention to detail* The ability to forge relationships with others inside and outside Capital Group that are based on mutual respect, loyalty and trust

KEY REQUIREMENTS:

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