Jeffery Babb
Noblesville
Summary
Dynamic Client Service Specialist with a proven track record at CAPITAL GROUP COMPANIES, INC, excelling in regulatory compliance and operational risk management. Recognized for enhancing client engagement strategies and training associates, while effectively resolving complex inquiries. Strong attention to detail and problem-solving skills drive continuous improvement in service delivery.
Overview
21
21
years of professional experience
Work History
Client Service Specialist
CAPITAL GROUP COMPANIES, INC
06.2018 - 10.2025
- Delivered exceptional client support through effective communication and problem resolution.
- Researched and responded to subpoenas from private attorneys, U,S. Department of Labor, FBI and IRS
- Communicated clear instructions and requirements for complex "entity" inquiries.
- Accurately and efficiently processed complex requests; including trust, probate and lost security requests
- Assisted with continuous improvement project ensuring more efficient and accurate processing
- Helped train and "onboard" newer associates, improving team capability and accuracy
Fraud Intern Business Information Research Group
CAPITAL GROUP COMPANIES, INC
05.2016 - 06.2018
- Created and facilitated fraud training for associates and managers
- Reviewed fraud calls from associates providing feedback and follow up instructions to mitigate risks and confirm compliance
- Facilitated Bank Secrecy Act training for associates
- Reported certain fraud situations to the Compliance department
- Worked reports verifying appropriate action taken on all accounts with reported fraud
- Shared trends and unusual fraud scenarios with various departments within the company
Fund Rep
CAPITAL GROUP COMPANIES, INC
08.2010 - 05.2016
- Analyzed client feedback to identify trends and implement process improvements for service enhancement.
- Worked as quality analyst, providing feedback for both written sources and phone calls
- Accurately and efficiently handled complex calls and sources including trusts, deaths and divorces
- Mentored temporary staff, fostering skill development and promoting collaboration
INTERN Business Information Resource Group
CAPITAL GROUP COMPANIES, INC
06.2009 - 08.2010
- Wrote and facilitated "Business Decision" workshops for management and associates
- Respond to complex referrals from managers and associates
- Hosted regular meetings to discuss trends and unusual scenarios
- Trained new interns on company protocols and regulatory concerns
Customer Service Representative II
CAPITAL GROUP COMPANIES, INC
03.2005 - 06.2009
- Resolved investor and advisor inquiries and complaints effectively, ensuring high satisfaction levels.
- Responded proactively and positively to rapid change.
- Resolved escalated customer issues, restoring confidence in company's commitment to service excellence.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Education
High School Diploma -
Pickerington High School
Pickerington, OH06-1990
Skills
- Client engagement strategies
- Regulatory Compliance
- Customer Identification Program
- Attention to Detail
- Operational Risk Management
- Problem Solving
- Time Management
Timeline
Client Service Specialist
CAPITAL GROUP COMPANIES, INC
06.2018 - 10.2025
Fraud Intern Business Information Research Group
CAPITAL GROUP COMPANIES, INC
05.2016 - 06.2018
Fund Rep
CAPITAL GROUP COMPANIES, INC
08.2010 - 05.2016
INTERN Business Information Resource Group
CAPITAL GROUP COMPANIES, INC
06.2009 - 08.2010
Customer Service Representative II
CAPITAL GROUP COMPANIES, INC
03.2005 - 06.2009
High School Diploma -
Pickerington High School