Private Client Service Associate

Capital Group • New York, NY

5d • $88,080 - $140,928

About The Position

The Private Client Service Associate serves as a point of contact for clients, managing inquiries received by email and telephone and acting as a liaison between the practice and centralized operations teams. The role monitors completion of client-account activities and participates in executing the Private Wealth Advisor (PWA) business plan, including sales and client-retention goals.

The associate delivers client service, researches and resolves inquiries, coordinates client requests and account onboarding, and supports practice operations. Responsibilities also include preparing client-presentation materials, coordinating meetings and calendars, handling business travel and expense records, maintaining client documentation and the practice inbox, arranging discussions with Capital Group specialists, managing customized client requests, and maintaining the practice’s digital presence.

Requirements

• Bachelor’s degree required.
• Demonstrated initiative in identifying issues for managers and others.
• Ability to evaluate and appropriately address privacy and confidentiality concerns.
• Ability to effectively plan and manage the work of others.
• Ability to influence others.
• Sound judgment in resolving routine matters.
• Intellectual curiosity and analytical skills in areas of moderate complexity.
• Ability to identify, assess, respond to, and escalate risks or potential risks encountered in day-to-day activities.
• Effective written and oral communication skills with team members and managers.
• Ability to collaborate and work effectively as part of a team.
• Effectiveness facilitating with peers or a team.
• Ability to prioritize assigned work and complete it in a timely manner.
• Effective, professional service orientation and ability to build appropriate rapport with internal and external contacts.

Responsibilities

• Deliver client service to clients, prospects, and centers of influence.
• Research and resolve client queries regarding audits, investment results, fees, and guidelines.
• Execute business operations practices that promote efficiency and a consistent client and prospect experience.
• Use internal and external data to support practice sales and service objectives.
• Manage the flow of requests and ensure work is completed in a timely manner.
• Build rapport with internal and external contacts.
• Engage resources to resolve issues and nonstandard requests.
• Attend and participate in client and intermediary meetings as appropriate.
• Work with partners to prepare client-presentation materials, process client requests, onboard new client accounts, arrange business travel, and manage expense reports and records.
• Coordinate client meetings and manage calendars.
• Manage the practice inbox, resolve client inquiries, document meeting notes, and keep information and client documentation up to date.
• Handle customized client requests, including reporting and trading requests.
• Organize conversations with Capital Group specialists.
• Manage the practice’s digital footprint, such as its LinkedIn presence.
• Identify issues for managers and others, assess privacy and confidentiality concerns, exercise judgment on routine matters, and identify, assess, respond to, and escalate risks.
• Plan and manage work, influence others, collaborate with the team, facilitate with peers or the team, prioritize assigned work, and complete it on time.
• Perform additional responsibilities as designed.

Benefits

• Competitive salary and individual annual performance bonus, plus Capital’s annual profitability bonus.
• Company-funded retirement plan; Capital contributes 15% of eligible earnings, subject to plan terms.
• Generous time away and health benefits from day one.
• Flexible work options.
• Matching gifts at a 2-for-1 rate for charitable contributions and the opportunity to secure annual grants for organizations.
• On-demand professional development resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level