Private Client Services Associate — Flexible Work & Growth

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

Benefits offered by this job

Generous time-off

Charitable matching gifts

Professional development resources

Job summary

Capital Group is seeking a Private Client Service Associate in New York to serve as a client contact, manage inquiries, and coordinate with centralized operations. You will support sales and client retention goals, working with internal partners to deliver a high-touch client experience.

The role emphasizes impeccable service, strong communication, and the ability to collaborate across teams to meet client needs and drive business results.

Qualifications

• Bachelor's degree required.
• Initiative to identify issues for managers/others.
• Ability to ensure privacy and confidentiality when dealing with others.
• Ability to plan and manage the work of others.
• Ability to influence others.
• Sound judgment in resolving routine matters.
• Intellectual curiosity and analytical skills in moderate complexity.
• Ability to identify, assess and respond to risks in day-to-day activity.
• Strong written and oral communication with team members and managers.
• Ability to collaborate effectively as part of a team.

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 efficiency and a consistent client/prospect experience.
• Leverages data from internal and external sources to achieve practice sales and service objectives.
• Manages flow of requests to ensure work is completed in a timely manner.
• Builds rapport with internal and external contacts.
• Engages resources to resolve issues and nonstandard requests.
• Attends and participates in client/intermediary meetings as appropriate.
• Prepares materials for client presentations, processes client requests, onboards new client accounts, coordinates travel, and manages expense reports/d records.
• Coordinates client meetings and manages calendars.
• Manages the practice's inbox, documents meetings, maintains up-to-date client information.

Skills

Client service

Communication

Team collaboration

Problem solving

Analytical skills

Privacy awareness

Influence

Planning & organizing

Education

Bachelor's degree

Job description

Capital Group is seeking a Private Client Service Associate in New York to serve as a client contact, manage inquiries, and coordinate with centralized operations. You will support sales and client retention goals, working with internal partners to deliver a high-touch client experience.

The role emphasizes impeccable service, strong communication, and the ability to collaborate across teams to meet client needs and drive business results.