Private Client Services Pro

Capital-Group-1; San Francisco (CA); On-site; USD 92,000 - 147,000; Full time

Benefits offered by this job

Health benefits

Retirement contribution (15%)

Annual performance bonus

Flexible work options

Job summary

Capital Group is seeking a Private Client Service Associate in San Francisco to deliver impeccable client service, manage inquiries, and coordinate with internal teams to ensure a seamless client experience. You will support presentations, onboarding, and travel logistics while maintaining up-to-date client records.

The role emphasizes confidentiality, proactive collaboration, and strong communication across teams to meet sales and service objectives.

Qualifications

• Bachelor’s degree required.
• You demonstrate initiative by identifying issues for managers/others.
• You consistently demonstrate the ability to evaluate and appropriately address privacy and confidentiality concerns when dealing with others.
• You demonstrate the ability to influence others.
• You demonstrate sound judgment in resolving routine matters.
• You demonstrate effective written and oral communication skills with team members and managers.

Responsibilities

• Serves as primary liaison for client inquiries via email and phone.
• Coordinates with Practice and centralized operations teams to monitor activity on client accounts.
• Participates in execution of PWAs business plan, including sales and client retention goals.
• Attends client/intermediary meetings as appropriate and prepares materials.
• Onboards new client accounts, makes travel arrangements, and manages expense reports.
• Manages the practice inbox, documents meeting notes, and keeps client information up to date.
• Handles customized client requests (reporting, trading).
• Organizes conversations with CG specialists.

Skills

Client service

Communication

Teamwork

Data analysis

Privacy/confidentiality

Education

Bachelor’s degree

Job description

Capital Group is seeking a Private Client Service Associate in San Francisco to deliver impeccable client service, manage inquiries, and coordinate with internal teams to ensure a seamless client experience. You will support presentations, onboarding, and travel logistics while maintaining up-to-date client records.

The role emphasizes confidentiality, proactive collaboration, and strong communication across teams to meet sales and service objectives.