Private Client Services Specialist

capgroup; Los Angeles (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Generous time-off & benefits

2-for-1 matching gifts

Professional development resources

Job summary

Capital Group in Los Angeles seeks a Private Client Service Associate to serve as a primary client contact, handling inquiries via email and phone. You will coordinate with Practice and centralized operations to ensure timely account activity and strong client relationships.

The role emphasizes initiative, privacy, and collaboration, with opportunities to contribute to sales and client retention goals and participate in ongoing professional development opportunities within a supportive team

Qualifications

• Bachelor's degree required.
• Demonstrates initiative by identifying issues for managers.
• Ability to maintain privacy and confidentiality.
• Ability to plan and manage the work of others.
• Ability to influence others.
• Good judgment in routine matters.
• Analytical and curious mindset.
• Strong written and verbal communication.
• Ability to collaborate effectively within a team.

Responsibilities

• Delivers impeccable client service to clients and prospects.
• Researches and resolves client inquiries about audits, results, fees, and guidelines.
• Supports efficient business operations to ensure a consistent client experience.
• Leverages internal and external data to meet practice objectives.
• Manages workflow and calendars; coordinates meetings.
• Prepares materials for client presentations and onboarding new accounts.
• Maintains the practice's digital footprint and communications.

Skills

Client service

Communication

Organization

Team collaboration

Education

Bachelor's degree

Job description

Capital Group in Los Angeles seeks a Private Client Service Associate to serve as a primary client contact, handling inquiries via email and phone. You will coordinate with Practice and centralized operations to ensure timely account activity and strong client relationships.

The role emphasizes initiative, privacy, and collaboration, with opportunities to contribute to sales and client retention goals and participate in ongoing professional development opportunities within a supportive team