Role summary:Works independently on most assignments to proactive service institutional and financial intermediary clients in partnership with Capital’s client relationship teams within the Distribution organization. Demonstrates a breadth of understanding of industry, organizational, and operational topics while interfacing directly with external customers such as clients, financial intermediaries and service providers. With direction of more senior staff, responsible for working with internal teams across Investment Operations, Distribution, Legal, Compliance and Service to coordinate and successfully execute service requests, and to plan and coordinate due-diligence and other client meetings. Demonstrates an advanced understanding of Capital’s organization to be able to navigate numerous internal departments in order to deliver excellent service.
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