Private Client Service Associate — Flexible Work & Growth

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

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.