Private Client Service Associate

Capital-Group-1; San Francisco (CA); On-site; USD 92,000 - 147,000; Full time

Benefits offered by this job

Health benefits

Retirement contribution (15%)

Annual performance bonus

Flexible work options

Job summary

Capital Group is seeking a Private Client Service Associate in San Francisco to deliver impeccable client service, manage inquiries, and coordinate with internal teams to ensure a seamless client experience. You will support presentations, onboarding, and travel logistics while maintaining up-to-date client records.

The role emphasizes confidentiality, proactive collaboration, and strong communication across teams to meet sales and service objectives.

Qualifications

• 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.
• You demonstrate the ability to influence others.
• You demonstrate sound judgment in resolving routine matters.
• You demonstrate effective written and oral communication skills with team members and managers.

Responsibilities

• Serves as primary liaison for client inquiries via email and phone.
• Coordinates with Practice and centralized operations teams to monitor activity on client accounts.
• Participates in execution of PWAs business plan, including sales and client retention goals.
• Attends client/intermediary meetings as appropriate and prepares materials.
• Onboards new client accounts, makes travel arrangements, and manages expense reports.
• Manages the practice inbox, documents meeting notes, and keeps client information up to date.
• Handles customized client requests (reporting, trading).
• Organizes conversations with CG specialists.

Skills

Client service

Communication

Teamwork

Data analysis

Privacy/confidentiality

Education

Bachelor’s degree

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.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 optionsReceive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you loveAccess 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 escalate 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 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.San Francisco Base Salary Range: $91,608-$146,573 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.