Outsourced Private Client Services Associate - Flexible Work

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

Benefits offered by this job

Health benefits from day one

Flexible work options

Matching gifts program

Annual grants

Professional development resources

Job summary

Capital Group in New York is seeking a Private Client Services Associate to support outsourced advisory solutions. You will review client onboarding needs, help define portfolio construction responsibilities, and work with OAS leadership to refine scope.

The role emphasizes collaboration, data-driven insights, and readiness to learn new technologies. The position offers competitive compensation with base salary in a structured program, plus bonuses and a strong benefits package.

Qualifications

• Self-driven and intellectually curious; understands how business processes, technology, and investing work together.
• Strong attention to detail and the ability to apply policies and procedures accurately.
• Effective communication skills and collaboration across teams and partners.

Responsibilities

• Review client service and onboarding requirements tied to portfolio construction to provide a recommendation for Portfolio Consultant scope.
• Execute the proposed role and iteratively provide feedback on the scope of the position.
• Collaborate with OAS leadership on which portfolio construction responsibilities fit across OAS roles.

Skills

Self-driven

Curious mindset

Business processes

Customer-focused

Communication

Attention to detail

Sound judgment

Analytical mindset

Project collaboration

Automation interest

Tools

Confluence

Jira

PowerPoint

Job description

Capital Group in New York is seeking a Private Client Services Associate to support outsourced advisory solutions. You will review client onboarding needs, help define portfolio construction responsibilities, and work with OAS leadership to refine scope.

The role emphasizes collaboration, data-driven insights, and readiness to learn new technologies. The position offers competitive compensation with base salary in a structured program, plus bonuses and a strong benefits package.