Private Client Services Specialist

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

Benefits offered by this job

Generous time-away and health benefits

Flexible work options

2-for-1 matching gifts for charitable

Annual grants for organizations you愛

On-demand professional development

Job summary

The Capital Group is seeking a Private Client Service Associate in Los Angeles to act as a primary client contact, handling inquiries by email and phone, and coordinating with Practice and centralized operations teams to ensure accurate and timely service.

You will support client meetings, reporting needs, onboarding, and travel arrangements while maintaining confidential information with integrity and professionalism.

Qualifications

• Bachelor’s degree required.
• Demonstrate initiative by identifying issues for managers/teams.
• Ability to maintain privacy and confidentiality in handling information.
• Ability to plan and manage the work of others.
• Ability to influence colleagues and develop consensus.
• Good judgment in routine matters.
• Intellectual curiosity and analytical thinking.
• Identify, assess and elevate risks in day-to-day activities.
• Effective written and verbal communication with team and managers.
• Collaborate and work well in a team; professional service mindset.

Responsibilities

• Deliver impeccable client service to clients, prospects, and centers of influence.
• Research and resolve client queries regarding audits, investment results, fees, and guidelines.
• Drive efficient operations to ensure a consistent client/prospect experience.
• Leverage internal data to achieve practice sales and service goals.
• Manage workflow of requests and prioritize timely completion.
• Build rapport with internal and external contacts.
• Coordinate client meetings, calendars and travel arrangements as needed.
• Prepare client materials and process client requests, including reports and onboarding.
• Maintain the practice’s digital presence and documentation.
• Handle customized client requests (reporting, trading) as required.

Skills

Client service

Communication

Teamwork

Analytical skills

Risk assessment

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

The Capital Group is seeking a Private Client Service Associate in Los Angeles to act as a primary client contact, handling inquiries by email and phone, and coordinating with Practice and centralized operations teams to ensure accurate and timely service.

You will support client meetings, reporting needs, onboarding, and travel arrangements while maintaining confidential information with integrity and professionalism.