Private Client Service Associate

capgroup; San Francisco (CA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Generous time-off

Flexible work options

2-for-1 matching gifts

On-demand professional development

Job summary

Capital Group seeks a Private Client Service Associate to serve as a primary contact for clients, handling inquiries by email and phone and coordinating with Practice and centralized operations.

You will support sales and client retention goals, onboard new accounts, prepare materials, manage calendars, and ensure timely responses. Bachelors degree required; strong service orientation and collaboration are valued.

Qualifications

• Bachelor's degree is required.
• Demonstrates initiative and accountability.
• Ability to influence others and exercise judgment.
• Strong written and verbal communication; teamwork.

Responsibilities

• Delivers impeccable client service to clients, prospects, and centers of influence.
• Researches and resolves client queries regarding audits, investment results, fees, and guidelines.
• Executes efficient business operations practices that drive consistency in client experiences.
• Leverages data to achieve practice sales and service objectives.
• Manages flow of requests to ensure timely work completion.
• Builds rapport with internal and external contacts and coordinates meetings.
• Prepares materials for client presentations and services onboarding.
• Manages the practice inbox and documents meeting notes.

Skills

Initiative

Privacy & confidentiality

Planning & management

Influence

Judgment

Analytical skills

Communication skills

Team collaboration

Prioritization

Client service orientation

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 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 escape 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.