Private Client Services Associate: Elevate Experience

Capital-Group-1; Los Angeles (CA); On-site; USD 80,000 - 128,000; Full time

Benefits offered by this job

Bonuses

Health benefits

Retirement plan (15%)

Flexible work options

Professional development

Generous time off

Job summary

Capital Group seeks a Private Client Service Associate in Los Angeles to act as the primary client contact, managing inquiries by email and phone and coordinating with Practice and centralized operations teams. You will support the execution of the practice's business plan, aiming to enhance client satisfaction and retention.

The role requires a Bachelor's degree and demonstrates initiative, confidentiality, and strong communication skills to engage with internal and external contacts and

Qualifications

• Bachelor’s degree required.
• Ability to handle client inquiries via email and phone.
• Strong communication and interpersonal skills.

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 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.

Skills

Client service

Communication

Team collaboration

Problem solving

Privacy/confidentiality

Education

Bachelor’s degree

Job description

Capital Group seeks a Private Client Service Associate in Los Angeles to act as the primary client contact, managing inquiries by email and phone and coordinating with Practice and centralized operations teams. You will support the execution of the practice's business plan, aiming to enhance client satisfaction and retention.

The role requires a Bachelor's degree and demonstrates initiative, confidentiality, and strong communication skills to engage with internal and external contacts and