Private Client Operations — Flexible Work Options

Capital-Group-1; Irvine (CA); On-site; USD 77,000 - 123,000; Full time

Benefits offered by this job

Health benefits from day one

Flexible work options

15% retirement contribution

Job summary

Capital Group in Irvine, CA is seeking a Private Client Operations Associate to support the Private Operations Team with tasks including account opening, maintenance, cash processing, transfers, and record retention. You should have at least 3 years of experience, demonstrate initiative, prioritize work, stay adaptable, and work well in a team.

The role involves production work, handling emails, and learning materials.

Qualifications

• Minimum of 3 years of experience in a similar operating role.
• Demonstrates initiative and ability to prioritize its own work.
• Strong teamwork and communication skills.

Responsibilities

• Facilitates the Private Operations Team's vision by handling account opening, maintenance, cash processing, transfers, record retention, and alternative processing.
• Owns tasks with precision and meeting deadlines, including emails and workflows.
• Manages production work autonomously and seeks continuous improvement in processes and tools.

Skills

Teamwork

Analytical skills

Initiative

Prioritization

Communication

Adaptability

Job description

Capital Group in Irvine, CA is seeking a Private Client Operations Associate to support the Private Operations Team with tasks including account opening, maintenance, cash processing, transfers, and record retention. You should have at least 3 years of experience, demonstrate initiative, prioritize work, stay adaptable, and work well in a team.

The role involves production work, handling emails, and learning materials.