Private Client Operations Associate

Capital Group•Irvine, CA

23h•$76,882 - $123,011•Hybrid

About The Position

The Private Client Operations Associate plays a crucial role in facilitating the vision of the Private Operations Team. This multifaceted position encompasses critical aspects such as account opening, account maintenance, cash processing, security transfers, record retention, and alternative processing.

Requirements

A minimum of 3 years of experience.
Demonstrate initiative by identifying issues.
Ability to prioritize individual work and ensure it's completed in a timely and accurate manner.
Flexibility and agility.
Intellectual curiosity and analytical skills.
Ability to work effectively in a team environment.
Ability to collaborate, develop and maintain working relationships inside and outside the organization to enable effective completion of business objectives.
Ability to remain calm, composed, and positive during peak seasons or stressful situations.

Responsibilities

Supports the Private Operations Team's vision by handling various critical tasks, including focus areas in account opening, account maintenance, cash processing, security transfers, record retention, and alternative processing.
Exhibits comprehensive knowledge in the assigned area(s), ensuring a high level of proficiency and accuracy in all tasks.
Assumes full responsibility for assigned work, ensuring tasks are completed with precision and punctuality, including but not limited to emails and workflows.
Manages production work with added complexity autonomously, requiring minimal guidance from seniors, specialists, or managers.
Actively seeks out and identifies gaps and opportunities for enhancement in resources, processes, and technology.
Consistently keeps the manager informed about individual progress, capacity, and potential challenges.
Allocates 80% of the time to production in assigned workflow tasks, 10% to managing emails and other inquiries, 5% to training and reviewing materials, and 5% to participating in meetings.