Private Client Service Associate - Outsourced Advisory Solutions

Capital Group•New York, NY

13d•$88,080 - $140,928•Hybrid

About The Position

Outsourced Advisory Solutions (OAS) is a new initiative at Capital Group to distribute portfolio construction and wealth planning advice to the marketplace. Our current focus is across three pillars: solicitation, turnkey asset management platforms, and direct-to-broker and sits within the Private Client Services group. Private Client Services (PCS) was formed in 1974 to provide financial advice and investment services for the firm’s associates. We later expanded to include clients outside of Capital Group. PCS has historically provided advice, and investment services direct to the end client.

Requirements

Self-driven, intellectually curious, and motivated to understand how business processes, technology, and the investment industry work together.
Interest in investment operations, financial services, securities, or portfolio management and are eager to build your expertise.
Strong attention to detail and can consistently apply policies, procedures, controls, and compliance requirements with accuracy.
Exercise sound judgment when addressing issues of moderate complexity and know when to seek guidance from teammates or more senior colleagues.
Enjoy working in a collaborative, fast-paced environment and can prioritize responsibilities while maintaining high-quality results.
Effective communicator who can build relationships and credibility across teams and business partners.
Comfortable supporting projects, gathering information, and contributing to process improvements and business initiatives.
Analytical mindset and can use data and technology tools to identify opportunities for operational enhancements.
Interested in automation and emerging technologies and are eager to participate in learning opportunities that improve efficiency and scalability.
Experience using or willing to learn project management and collaboration tools such as Confluence, Jira, and PowerPoint.
Customer-focused, action-oriented, organized, and committed to continuous learning, feedback, and personal development.

Responsibilities

Review our client service (and onboarding) requirements tied to portfolio construction to provide a recommendation for what the Portfolio Consultant should manage
Execute the proposed role and iteratively provide feedback on the scope of the position
Collaborate with OAS leadership on which portfolio construction responsibilities best fit across OAS roles