Private Client Service Associate

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

Benefits offered by this job

Generous time-away & health benefits

2-for-1 matching gifts

On-demand professional development

Job summary

Capital Group in New York seeks a Private Client Service Associate to serve as a primary contact for clients, managing inquiries by email and phone and coordinating with internal teams. You will help execute the practice’s business plan and contribute to client retention and satisfaction.

You will work with partners to prepare materials, schedule meetings, and ensure accurate records while delivering exceptional service and maintaining confidentiality. A bachelor’s degree is required.

Qualifications

• Bachelor’s degree required.
• Strong client service orientation and communication skills.
• Ability to maintain confidentiality and handle sensitive information.
• Experience coordinating with internal teams and stakeholders.
• Ability to plan and manage multiple tasks with timelines.
• Strong written and verbal communication skills.
• Proven ability to work collaboratively in a team environment.

Responsibilities

• Serve as a point of client contact via email and phone.
• Coordinate with Practice and centralized operations teams to ensure account activities are completed.
• Assist in executing PWAs business plan and achieving sales and client-retention goals.
• Prepare materials for client presentations and process client requests.
• Manage client meetings, calendars, and the practice inbox.
• Ensure client documentation and information are up to date.

Education

Bachelor’s degree (required)

Job description

“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.

“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 Service Associate at Capital Group.

As the Private Client Service Associate, you are responsible for serving as a point of client contact by managing client inquiries via email inbox and telephone calls. You will act as a liaison between Practice and centralized operations teams, monitoring completion of activities related to client accounts. Additionally, you will participate in execution of PWAs business plan, including accomplishing sales and client retention goals.

Primary Responsibilities/essential Functions

• Delivers impeccable client service to clients, prospects, and centers of influence.
• Researches and resolves client queries regarding audits, investment results, fees, and guidelines.
• Executes effective business operations practices that drive efficiency and a consistent client/prospect experience.
• Leverages data from internal and external sources to achieve practice sales and service objectives.
• Manages flow of requests to ensure work is completed in a timely manner.
• Build rapport with internal and external contacts.
• Engages resources to resolve issues and nonstandard requests.
• Attends and participates in client/intermediary meetings as appropriate.
• Works with partners to prepare materials for client presentations, process client requests, onboard new client accounts, make business travel arrangements, and manage expense reports and records.
• Coordinate client meetings and manage calendars.
• Manages the practice’s inbox, resolve client inquiries, document meeting notes, ensure information and client documentation is up to date.
• Responsible for all customized client request (reporting, trading).
• Organize conversations with CG specialists.
• Responsible for practice’s digital footprint (e.g. LinkedIn).
• Additional responsibilities as designed.

I am the person Capital Group is looking for.

• You have a Bachelor’s degree (required).
• You demonstrate initiative by identifying issues for managers/others.
• You consistently demonstrate the ability to evaluate and appropriately address privacy and confidentiality concerns when dealing with others (or associates outside the department or group).
• You demonstrate the ability to effectively plan and manage the work of others.
• You demonstrate the ability to influence others.
• You demonstrate sound judgment in resolving routine matters.
• You demonstrate intellectual curiosity and analytical skills in areas of moderate complexity.
• You demonstrate the ability to identify, assess, respond to and resolve risks or potential risks encountered through day-to-day activities.
• You demonstrate effective written and oral communication skills with team members and managers.
• You demonstrate the ability to collaborate and work effectively as part of a team.
• You demonstrate effectiveness facilitating with peers or team.
• You demonstrate the ability to prioritize assigned work and complete in a timely manner.
• You demonstrate effective and professional service orientation and build appropriate rapport with internal and external contacts.

I can apply in less than 4 minutes.

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.

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 is 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.

New York Base Salary Range: $88,080-$140,928

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.