Summary
Overview
Work History
Education
Skills
Timeline
Generic

Christina Hauri

San Clemente

Summary

Results-driven Client Services Manager with expertise in client relationships, team development, and training. Proven track record in enhancing operational readiness and coordinating complex workflows.

Overview

12
12
years of professional experience

Work History

Client Services Manager

American Funds Service Group
Irvine
05.2014 - Current

Site Lead Manager - Retirement Plans (RP)

January 2006-Present

  • Serving as site lead supporting managers whose teams assist Financial Professionals, plan contacts, participants and third-party administrators with retirement plan set up, funding, and distribution processes.
  • Acting as point of contact between RP teams, Shared Service Groups and Compliance to support issue resolution.
  • Partnering closely with RP managers to support operational readiness, training alignment, and execution of complex retirement plan workflows.
  • Handle escalated inquiries from Investors and Financial Professionals, focusing on timely resolution, clear communication, and preserving Capital Group's strong service reputation.

Site Lead Manager - New Associate Training (NAT)

October 2021-January 2026

  • Served as site lead for New Associate Training, partnering with Workforce Management to coordinate onboarding and training schedules aligned with evolving business needs.
  • Partnered closely with Learning Enablement to ensure training content remained accurate, current and aligned with departmental and regulatory changes.
  • Supported training operations by managing resources for Primary Training Support Associates
  • Coordinated Talent Days for department interview logistics, scheduling and interview readiness for department managers
  • Collaborated with Talent Acquisition and leadership for overall candidate experience.
  • Acted as a liaison between Learning Enablement and Client Services to ensure smooth execution of training programs

Manager Intern Support Partner

January 2022-present

  • Support manager readiness and new manager onboarding through coaching, preparation and process guidance.
  • Coach and support new managers in identifying and mitigating risk within business decisions, reinforcing sound judgement, compliance awareness and alignment with service standards.

IRV Walk- In Room Manager

June 2017-December 2019

  • Coordinated front-line service operations supporting complex investor and advisor inquiries in a high-volume environment
  • Assisted with in-person business approvals and escalations requiring judgement and cross-team coordination.

Retirement Plan Manager

  • Led and supported a team responsible for complex retirement plan servicing and advisor support.
  • Oversaw quality, execution and consistency of service delivery in a regulated environment.
  • Partnered with leadership and training teams to address performance trends and operational improvements.
  • Scheduled and supported walk-in room associates, ensuring coverage, readiness and service quality.

Education

Bachelor of Science - Social Psychology

University California of Irvine
Irvine, CA
05-2013

Skills

  • Client relationships
  • Client relationship building
  • Team development
  • Recruiting and hiring
  • Interpersonal skills
  • Training and development
  • Leadership
  • Time Management

Timeline

Client Services Manager

American Funds Service Group
05.2014 - Current

Bachelor of Science - Social Psychology

University California of Irvine
Christina Hauri