Private Client Advisory Associate - Flexible, Growth-Driven

Capital-Group-1; New York (NY); On-site; USD 88,000 - 141,000; Full time

Benefits offered by this job

Bonuses

Benefits

Company retirement contribution

Flexible work options

Generous time-away

Job summary

Capital Group in New York seeks a Private Client Services Associate – Outsourced Advisory Solutions to support portfolio construction and wealth planning, collaborating across teams in a fast-paced environment. You will review onboarding requirements, execute the defined scope, and help shape how OAS roles fit together.

The role emphasizes collaboration, analytical thinking and a client-focused mindset, with opportunities to learn and contribute to process improvements within PCS.

Qualifications

• 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.
• Strong attention to detail and the ability to apply policies, controls, and compliance requirements accurately.
• Effective communicator with the ability to build relationships across teams and partners.

Responsibilities

• Review client service and onboarding requirements for portfolio construction.
• Execute the proposed role and provide feedback on the scope of the position.
• Collaborate with OAS leadership on portfolio construction responsibilities across roles.
• Support process improvements and automation initiatives.

Skills

Attention to detail

Communication

Team collaboration

Analytical mindset

Tools

Confluence

Jira

PowerPoint

Job description

Capital Group in New York seeks a Private Client Services Associate – Outsourced Advisory Solutions to support portfolio construction and wealth planning, collaborating across teams in a fast-paced environment. You will review onboarding requirements, execute the defined scope, and help shape how OAS roles fit together.

The role emphasizes collaboration, analytical thinking and a client-focused mindset, with opportunities to learn and contribute to process improvements within PCS.