Private Client Operations Specialist — Flexible Growth & Impact

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

Benefits offered by this job

Generous time-off

Health benefits

Matching gifts program

Professional development

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

3+ years experience

Team collaboration

Initiative

Prioritization

Flexibility

Analytical skills

Calm under pressure

Job description

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.