Hybrid Private Client Services Associate

353 CGPCS CG Private Client Svc; New York (NY); Hybrid; USD 88,000 - 141,000; Full time

Benefits offered by this job

Competitive base salary

Bonuses and benefits

2-for-1 matching gifts

Flexible work options

Employer retirement contribution

Job summary

Capital Group is seeking a Private Client Service Associate in New York to serve as a primary client contact via email and phone, coordinating with Practice and operations teams to meet client needs. The role emphasizes client service, efficiency, and cross-functional collaboration to support sales and retention goals.

You must have a Bachelor's degree and demonstrate initiative, judgment, and the ability to handle privacy concerns while planning and coordinating work across a team.

Qualifications

• Bachelor's degree required.
• Ability to identify issues for managers/others and address privacy and confidentiality concerns.
• Ability to plan and manage the work of others and influence peers.
• Demonstrates sound judgment in routine matters and risk assessment.
• Effective written and oral communication with team members and managers.

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 to ensure a consistent client/prospect experience.
• Leverages internal/external data to achieve practice sales/service objectives.
• Manages flow of requests to ensure timely completion.
• Builds rapport with internal and external contacts.
• Coordinates client meetings and calendars.
• Prepares materials for client presentations and onboarding of new accounts.

Skills

Client service

Communication

Interpersonal skills

Organizational skills

Analytical skills

Education

Bachelor's degree

Job description

Capital Group is seeking a Private Client Service Associate in New York to serve as a primary client contact via email and phone, coordinating with Practice and operations teams to meet client needs. The role emphasizes client service, efficiency, and cross-functional collaboration to support sales and retention goals.

You must have a Bachelor's degree and demonstrate initiative, judgment, and the ability to handle privacy concerns while planning and coordinating work across a team.