Private Client Service Associate — Flexible Growth & Benefits

Capital Group; Los Angeles (CA); On-site; USD 80,000 - 128,000; Full time

Benefits offered by this job

Generous time-off

Health benefits from day one

Flexible work options

2-for-1 charitable gifts matching

Annual grants for loved organizations

On-demand professional development

Job summary

Capital Group in Los Angeles is seeking a Private Client Service Associate to serve as a primary client contact, handling inquiries by email and phone while coordinating with Practice and centralized operations teams.

You will support PWAs business plan, help achieve sales and client retention goals, and collaborate with internal partners to prepare materials, onboard new accounts, and manage travel and expenses.

Qualifications

• Bachelor’s degree is required.
• Demonstrates initiative by identifying issues for managers/others.
• Addresses privacy and confidentiality concerns appropriately.
• Ability to plan and manage the work of others.
• Ability to influence others.
• Sound judgement in routine matters.
• Intellectual curiosity with analytical skills for moderate complexity.
• Ability to identify, assess, and elevate risks encountered daily.
• Effective written and oral communication with team members and managers.
• Collaborates well as part of a team.
• Facilitates effectively with peers or team.
• Able to prioritize work and complete tasks on time.
• Demonstrates professional service orientation and builds rapport.

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 operations to ensure a consistent client/prospect experience.
• Uses data from internal and external sources to support sales and service objectives.
• Manages flow of requests to ensure timely completion.
• Builds rapport with internal and external contacts.
• Coordinates and resolves issues and nonstandard requests.
• Attends client/intermediary meetings as appropriate.
• Prepares materials for client presentations and onboarding new accounts; manages travel and expense records.

Skills

Client service

Communication

Team collaboration

Initiative

Confidentiality

Planning

Influencing

Judgement

Analytical skills

Risk awareness

Written communication

Oral communication

Prioritization

Service orientation

Education

Bachelor’s degree

Job description

Capital Group in Los Angeles is seeking a Private Client Service Associate to serve as a primary client contact, handling inquiries by email and phone while coordinating with Practice and centralized operations teams.

You will support PWAs business plan, help achieve sales and client retention goals, and collaborate with internal partners to prepare materials, onboard new accounts, and manage travel and expenses.