Private Client Service Associate

Capital Group•San Francisco, CA

10d•Hybrid

About The Position

At Capital Group, we are committed to fostering a strong sense of belonging in a respectful workplace where diverse perspectives, experiences, and backgrounds are intentionally sought. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. Our core values are Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. As a Private Client Service Associate, you will be a key point of client contact, managing inquiries via email and phone, and acting as a liaison between the Practice and centralized operations teams. You will monitor account activities, participate in the execution of the business plan, and contribute to sales and client retention goals. This role offers the opportunity to influence your income through annual performance reviews, competitive salary, bonuses, and benefits, with a company-funded retirement contribution that considers salary and variable pay. We also support a full life outside of work with generous time-away and health benefits, matching gifts for charitable contributions, and on-demand professional development resources.

Requirements

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