Found Description
As one of our Client Relationship Managers (CRM) working within the Institutional Client Service Group, you will have direct responsibility for overseeing and servicing a territory representing a wide array of institutional investor clients, including large corporate, public, and endowment/foundation plan sponsors. Our clients span all Capital Group offerings—equity, fixed income, and multi‑asset—and include defined benefit pension providers, defined contribution plan sponsors, and endowments/foundations.
Responsibilities
- Oversee and service your assigned territory, maintaining strong relationships with institutional clients.
- Co‑ordinate, collaborate, and partner with internal Capital Group teams and external field consultants to deliver seamless client service.
- Retain and grow overall relationships with clients, identifying opportunities for cross‑selling and deepening engagement.
- Conduct proactive client outreach through cal...
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