Private Client Services Associate – Outsourced Advisory

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

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.