Private Client Service Associate

About the role

At Capital Group, we believe you can be yourself at work and that belonging leads to better outcomes. We live our core values of Integrity, Client Focus, Diverse Perspectives, Long‑Term Thinking, and Community, and we intentionally seek diverse perspectives to foster a respectful workplace where everyone can bring their best, authentic self. More than 9,000 associates in 30+ offices worldwide support our clients and each other, and you can find us on LinkedIn, Instagram, YouTube, and Glassdoor.

Responsibilities

• Delivers impeccable client service to clients, prospects, and centers of influence.
• Researches and resolves client queries regarding audits, investment results, fees, and guidelines.
• Executes effective business operations practices that drive efficiency and a consistent client/prospect experience.
• Leverages data from internal and external sources to achieve practice sales and service objectives.
• Manages flow of requests to ensure work is completed in a timely manner.
• Builds rapport with internal and external contacts.
• Engages resources to resolve issues and nonstandard requests.
• Attends and participates in client/intermediary meetings as appropriate.
• Works with partners to prepare materials for client presentations, process client requests, onboard new client accounts, make business travel arrangements, and manage expense reports and records.
• Coordinates client meetings and manages calendars.
• Manages the practice’s inbox, resolves client inquiries, documents meeting notes, and ensures information and client documentation is up to date.
• Responsible for all customized client requests (reporting, trading).
• Organizes conversations with CG specialists.
• Responsible for the practice’s digital footprint (e.g., LinkedIn).
• Additional responsibilities as designed.

Requirements

Bachelor’s degree required

Skills

• Demonstrate initiative by identifying issues for managers/others.
• Consistently demonstrate the ability to evaluate and appropriately address privacy and confidentiality concerns regarding privacy and confidentiality.
• Demonstrate the ability to effectively plan and manage the work of others.
• Demonstrate the ability to influence others.
• Demonstrate sound judgment in resolving routine matters.
• Demonstrate intellectual curiosity and analytical skills in areas of moderate complexity.
• Demonstrate the ability to identify, assess