Private Client Service Associate - Outsourced Advisory Solutions

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

Benefits offered by this job

Generous time-away and health benefits

Flexible work options

Annual performance bonus

Profitability bonus

Retirement plan with 15% employer co‑n

Job summary

Capital Group seeks a Private Client Services Associate – Outsourced Advisory Solutions in New York. You will support portfolio construction, onboarding, and client service with collaboration across OAS and PCS leadership.

The role emphasizes process improvement, data-driven insights, and cross-team communication in a fast-paced environment. A strong analytical mindset and familiarity with Confluence, Jira, and PowerPoint are valuable.

Qualifications

• Self-driven, intellectually curious, and motivated to understand how business processes, technology, and the investment industry work together.
• Interest in investment operations, financial services, securities, or portfolio management.

Responsibilities

• Review our client service (and onboarding) requirements tied to portfolio construction to provide a recommendation for what the Portfolio Consultant should manage.
• Execute the proposed role and iteratively provide feedback on the scope of the position.
• Collaborate with OAS leadership on which portfolio construction responsibilities best fit across OAS roles.

Skills

Confluence

Jira

PowerPoint

Analytical mindset

Data-driven

Communication skills

Collaboration

Project management

Tools

Confluence

Jira

PowerPoint

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.

“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 Services Associate – Outsourced Advisory Solutions” Outsourced Advisory Solutions (OAS) is a new initiative at Capital Group to distribute portfolio construction and wealth planning advice to the marketplace. Our current focus is across three pillars: solicitation, turnkey asset management platforms, and direct-to-broker and sits within the Private Client Services group. Private Client Services (PCS) was formed in 1974 to provide financial advice and investment services for the firm’s associates. We later expanded to include clients outside of Capital Group. PCS has historically provided advice, and investment services direct to the end client.

Duties Include

• Review our client service (and onboarding) requirements tied to portfolio construction to provide a recommendation for what the Portfolio Consultant should manage
• Execute the proposed role and iteratively provide feedback on the scope of the position
• Collaborate with OAS leadership on which portfolio construction responsibilities best fit across OAS roles

I am the person Capital Group is looking for.

• You are self-driven, intellectually curious, and motivated to understand how business processes, technology, and the investment industry work together.
• You have an interest in investment operations, financial services, securities, or portfolio management and are eager to build your expertise.
• You demonstrate strong attention to detail and can consistently apply policies, procedures, controls, and compliance requirements with accuracy.
• You exercise sound judgment when addressing issues of moderate complexity and know when to seek guidance from teammates or more senior colleagues.
• You enjoy working in a collaborative, fast-paced environment and can prioritize responsibilities while maintaining high-quality results.
• You are an effective communicator who can build relationships and credibility across teams and business partners.
• You are comfortable supporting projects, gathering information, and contributing to process improvements and business initiatives.
• You have an analytical mindset and can use data and technology tools to identify opportunities for operational enhancements.
• You are interested in automation and emerging technologies and are eager to participate in learning opportunities that improve efficiency and scalability.
• You have experience using or are willing to learn project management and collaboration tools such as Confluence, Jira, and PowerPoint.
• You are customer-focused, action-oriented, organized, and committed to continuous learning, feedback, and personal development.

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 is 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.

New York Base Salary Range: $88,080-$140,928

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.