Private Client Service Associate — Flexible Hours & Growth

Capital-Group-1; New York (NY); On-site; USD 88,000 - 141,000; Full time

Benefits offered by this job

Bonuses

Health benefits from day one

Retirement plan (15% company match)

Job summary

Capital Group is hiring a Private Client Service Associate in New York. You will handle client inquiries, manage calendars, prepare materials, and coordinate meetings with internal teams to ensure a seamless client experience.

You will maintain client documentation, support reporting requests, and contribute to achieving sales and service objectives while upholding privacy and confidentiality standards.

Qualifications

• Bachelor's degree required.
• Strong client service and communication skills.
• Ability to plan, multitask, and meet deadlines.

Responsibilities

• Serve as point of contact for clients via email and phone.
• Coordinate meetings and calendar management for the practice.
• Prepare materials for client presentations and onboarding.
• Resolve routine client inquiries and document interactions.
• Maintain the practice's digital footprint and reporting.
• Collaborate with partners to achieve sales and service goals.

Skills

Client service

Communication

Team collaboration

Planning

Analytical skills

Initiative

Education

Bachelor's degree

Job description

Capital Group is hiring a Private Client Service Associate in New York. You will handle client inquiries, manage calendars, prepare materials, and coordinate meetings with internal teams to ensure a seamless client experience.

You will maintain client documentation, support reporting requests, and contribute to achieving sales and service objectives while upholding privacy and confidentiality standards.