Private Client Service Associate

Capital Group•San Francisco, CA

43d

About The Position

As the Private Client Service Associate, you are responsible for serving as a point of client contact by managing client inquiries via email inbox and telephone calls. You will act as a liaison between Practice and centralized operations teams, monitoring completion of activities related to client accounts. Additionally, you will participate in execution of PWAs business plan, including accomplishing sales and client retention goals.

Requirements

You have a Bachelor’s degree (required).
You demonstrate initiative by identifying issues for managers/others.
You consistently demonstrate the ability to evaluate and appropriately address privacy and confidentiality concerns when dealing with others (or associates outside the department or group).
You demonstrate the ability to effectively plan and manage the work of others.
You demonstrate the ability to influence others.
You demonstrate sound judgment in resolving routine matters.
You demonstrate intellectual curiosity and analytical skills in areas of moderate complexity.
You demonstrate the ability to identify, assess, respond to and escalate risks or potential risks encountered through day-to-day activities.
You demonstrate effective written and oral communication skills with team members and managers.
You demonstrate the ability to collaborate and work effectively as part of a team.
You demonstrate effectiveness facilitating with peers or team.
You demonstrate the ability to prioritize assigned work and complete in a timely manner.
You demonstrate effective and professional service orientation and build appropriate rapport with internal and external contacts.

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.
Build 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.
Coordinate client meetings and manage calendars.
Manages the practice’s inbox, resolve client inquiries, document meeting notes, ensure information and client documentation is up to date.
Responsible for all customized client request (reporting, trading).
Organize conversations with CG specialists.
Responsible for practice’s digital footprint (e.g. LinkedIn).
Additional responsibilities as designed.