Private Client Operations Associate

The Capital Group; Irvine (CA); Presencial; USD 77.000 - 123.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Generous time-off

Health benefits

Matching gifts program

Professional development

Descripción de la vacante

The Capital Group in Irvine, CA is seeking a Private Client Operations Associate to support the Private Operations Team with account opening, maintenance, cash processing, and transfers. You will manage production tasks, document workflows, and strive for accuracy while identifying improvements.

This role emphasizes collaboration, initiative, and the ability to work under peak periods, with opportunities for growth and contribution to client service excellence.

Formación

• You have a minimum of 3 years of experience.
• You demonstrate initiative by identifying issues.
• You can prioritize your own work to be timely and accurate.
• You are flexible and agile.
• You have intellectual curiosity and analytical skills.
• You can work effectively in a team environment.
• You collaborate and maintain relationships to enable objectives.
• You remain calm and positive during peak seasons or stressful situations.

Responsabilidades

• Facilitating Team Vision: supports the Private Operations Team's vision across account opening, maintenance, cash processing, transfers, and record retention.
• Demonstrating Expertise: shows comprehensive knowledge and accuracy in assigned areas.
• Task Ownership: assumes full responsibility for tasks, including emails and workflows.
• Independent Production: manages production work autonomously with minimal guidance.
• Continuous Improvement: identifies gaps and opportunities in resources, processes, and technology.
• Communication: keeps the manager informed about progress and capacity.
• Time Allocation: allocates time across production, inquiries, training, and meetings.

Conocimientos

3+ years experience

Team collaboration

Initiative

Prioritization

Flexibility

Analytical skills

Calm under pressure

Descripción del empleo

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“I can influence my income.”

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

“I can lead a full life.”

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options




• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love




• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

“I can succeed as a Private Client Operations Associate at Capital Group.”

The Private Client Operations Associate plays a crucial role in facilitating the vision of the Private Operations Team. This multifaceted position encompasses critical aspects such as account opening, account maintenance, cash processing, security transfers, record retention, and alternative processing.

Key Responsibilities:

• Facilitating Team Vision: Supports the Private Operations Team's vision by handling various critical tasks, including focus areas in account opening, account maintenance, cash processing, security transfers, record retention, and alternative processing.


• Demonstrating Expertise: Exhibits comprehensive knowledge in the assigned area(s), ensuring a high level of proficiency and accuracy in all tasks.


• Task Ownership: Assumes full responsibility for assigned work, ensuring tasks are completed with precision and punctuality, including but not limited to emails and workflows.


• Independent Production: Manages production work with added complexity autonomously, requiring minimal guidance from seniors, specialists, or managers.


• Continuous Improvement: Actively seeks out and identifies gaps and opportunities for enhancement in resources, processes, and technology.


• Communication: Consistently keeps the manager informed about individual progress, capacity, and potential challenges.


• Time Allocation: Allocates 80% of the time to production in assigned workflow tasks, 10% to managing emails and other inquiries, 5% to training and reviewing materials, and 5% to participating in meetings.

”I am the person Capital Group is looking for.”

• You have a minimum of 3 years of experience.


• You demonstrate initiative by identifying issues.


• You can prioritize their individual work and ensures it’s completed in a timely and accurate manner.


• You are flexibility and agility.


• You have intellectual curiosity and analytical skills.


• You can work effectively in a team environment.


• You collaborate, develop and maintain working relationships inside and outside the organization to enable effective completion of business objectives.


• You remain calm, composed, and positive during peak seasons or stressful situations.

“I can learn more about Capital Group.”

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

Orange County Base Salary Range: $76,882-$123,011

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.