Private Client Service Associate

Capital Group•New York, NY

2d•Hybrid

About The Position

At Capital Group, the Private Client Service Associate role is a key client-facing position responsible for managing client inquiries via email and telephone. This associate acts as a liaison between the Practice and centralized operations teams, ensuring the timely completion of activities related to client accounts. The role also involves contributing to the PWA business plan, including achieving sales and client retention goals. Capital Group emphasizes a culture where associates can be their authentic selves, valuing diversity, integrity, client focus, long-term thinking, and community. The company offers competitive compensation, including salary, bonuses, and a significant company-funded retirement contribution. Associates also benefit from generous time-away, health benefits, flexible work options, charitable contribution matching, and professional development resources. Capital Group is a large, trusted financial company with over 9,000 associates globally, dedicated to improving lives through successful investing.

Requirements

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

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.