Hybrid Private Client Services Associate

Capital Group; New York (NY); On-site; USD 88,000 - 141,000; Full time

Job summary

Capital Group in New York is seeking a Private Client Service Associate to serve as the primary client contact, handling inquiries via email and phone while coordinating with Practice and operations teams. You will support onboarding, client meetings, and reporting, ensuring accuracy and timely delivery in a fast-paced environment.

The role emphasizes client service excellence, confidentiality, and collaboration to meet sales and service goals.

Qualifications

• Demonstrates exceptional client service skills in managing client inquiries.
• Strong written and verbal communication for diverse client contacts.
• Ability to work effectively in a team and navigate confidential information.

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 efficient business operations practices driving 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 timely completion.
• Builds rapport with internal and external contacts.
• Coordinates client meetings, onboarding, and materials for presentations.

Skills

Client service

Communication

Teamwork

Privacy & confidentiality

Problem solving

Education

Bachelor's degree

Job description

Capital Group in New York is seeking a Private Client Service Associate to serve as the primary client contact, handling inquiries via email and phone while coordinating with Practice and operations teams. You will support onboarding, client meetings, and reporting, ensuring accuracy and timely delivery in a fast-paced environment.

The role emphasizes client service excellence, confidentiality, and collaboration to meet sales and service goals.