Private Client Services GIC Associate
Capital Group · Los Angeles, CA · 1 wk ago
Customer Service$80k–$128k/yrFull-time
I can be myself at work.
We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission.
I can influence my income.
- Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide.
- You’ll receive a competitive salary, bonuses and benefits.
- Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
I can lead a full life.
- Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options.
- Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love.
- Access on-demand professional development resources that allow you to hone existing skills and learn new ones.
I can succeed as a Private Client Services GIC Associate.
- Responsible for administering Mutual Fund, ETF, and Separately Managed Accounts (SMA), including recurring distributions, asset allocation implementation, and tax loss harvesting activities.
- Process investment orders and client cash flow transactions, while supporting account openings, closures, gifting activity, tax transition plans, and rebalancing efforts.
- Ensure that trade activity complies with client guidelines, regulatory requirements, tax considerations, eligibility criteria, and investment restrictions.
- Partner closely with the Client Relationship team, third-party service providers, and GIC teammates to support account maintenance activities and deliver high-quality client experience.
- Support solution design efforts, provide input on process and technology enhancements, leverage automation tools and data insights, and help maintain knowledge management content that supports team onboarding and operational excellence.
I am the person Capital Group is looking for.
- Self-driven, intellectually curious, and motivated to understand how business processes, technology, and the investment industry work together.
- An interest in investment operations, financial services, securities, or portfolio management and are eager to build your expertise.
- A strong attention to detail and consistent application of policies, procedures, controls, and compliance requirements with accuracy.
- Sound judgment when addressing issues of moderate complexity and knowing when to seek guidance from teammates or more senior colleagues.
- An effective communicator who can build relationships and credibility across teams and business partners.
- An effective communicator who can build relationships and credibility across teams and business partners.
- An effective communicator who can build relationships and credibility across teams and business partners.
- An effective communicator who can build relationships and credibility across teams and business partners.
- An effective communicator who can build relationships and credibility across teams and business partners.
- An effective communicator who can build relationships and credibility across teams and business partners.
- An effective communicator who can build relationships and credibility across teams and business partners.
- An effective communicator who can build relationships and credibility across teams and business partners.
- An effective communicator who can build relationships and credibility across teams and business partners.
- An effective communicator who can build relationships and credibility across teams and business partners.
- An effective communicator who can build relationships and credibility across teams and business partners.
- An effective communicator who can build relationships and credibility across teams and business partners.
- An effective communicator who can build relationships and credibility across teams and business partners.
- An effective communicator who can build relationships and credibility across teams and business partners.
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- An effective communicator who can build relationships and credibility across teams and business partners.
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