Private Client Services GIC Associate

Capital Group•Los Angeles, CA

3d•$80,098 - $128,157•Hybrid

About The Position

As a Global Investment Control (GIC) – Private Client Services (PCS) Associate, you will be responsible for administering Mutual Fund, ETF, and Separately Managed Accounts (SMA), including recurring distributions, asset allocation implementation, and tax loss harvesting activities. You will process investment orders and client cash flow transactions, while supporting account openings, closures, gifting activity, tax transition plans, and rebalancing efforts. You will ensure that trade activity complies with client guidelines, regulatory requirements, tax considerations, eligibility criteria, and investment restrictions. You will partner closely with the Client Relationship team, third-party service providers, and GIC teammates to support account maintenance activities and deliver high-quality client experience. You will help resolve client and investment-related inquiries, participate in projects that improve business processes and operational effectiveness, and contribute to continuous improvement initiatives. You will also support solution design efforts, provide input on process and technology enhancements, leverage automation tools and data insights, and help maintain knowledge management content that supports team onboarding and operational excellence.

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 eager to build expertise.
Strong attention to detail and ability to consistently apply policies, procedures, controls, and compliance requirements with accuracy.
Ability to exercise sound judgment when addressing issues of moderate complexity and know when to seek guidance from teammates or more senior colleagues.
Ability to work in a collaborative, fast-paced environment and 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 ability to use data and technology tools to identify opportunities for operational enhancements.
Interest in automation and emerging technologies and eagerness to participate in learning opportunities that improve efficiency and scalability.
Experience using or willingness 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

Administering Mutual Fund, ETF, and Separately Managed Accounts (SMA), including recurring distributions, asset allocation implementation, and tax loss harvesting activities.
Processing investment orders and client cash flow transactions.
Supporting account openings, closures, gifting activity, tax transition plans, and rebalancing efforts.
Ensuring trade activity complies with client guidelines, regulatory requirements, tax considerations, eligibility criteria, and investment restrictions.
Partnering closely with the Client Relationship team, third-party service providers, and GIC teammates to support account maintenance activities and deliver high-quality client experience.
Resolving client and investment-related inquiries.
Participating in projects that improve business processes and operational effectiveness.
Contributing to continuous improvement initiatives.
Supporting solution design efforts.
Providing input on process and technology enhancements.
Leveraging automation tools and data insights.
Maintaining knowledge management content that supports team onboarding and operational excellence.