Capital Group · 1 hour ago
Private Client Service Associate
Los Angeles
Full-time
Onsite
New Grad, Entry Level
$80K/yr - $128K/yrCapital Group is a financial services company committed to fostering a strong sense of belonging and diversity in the workplace. The Private Client Service Associate is responsible for managing client inquiries, coordinating client meetings, and supporting operational efficiency while delivering exceptional service to clients and prospects.
Financial Services
Responsibilities
Serving as a point of client contact by managing client inquiries via email inbox and telephone calls
Acting as a liaison between Practice and centralized operations teams, monitoring completion of activities related to client accounts
Participating in execution of PWAs business plan, including accomplishing sales and client retention goals
Delivering exceptional service to clients, prospects, and centers of influence by managing inquiries, resolving issues, and ensuring timely completion of all requests
Supporting the practice’s operational efficiency by coordinating client meetings and calendars
Preparing presentation materials, handling customized reporting, and trading requests
Maintaining accurate documentation, and managing the practice’s inbox and digital presence
Partnering closely with internal teams and specialists
Leveraging data to meet sales and service objectives
Contributing to a consistent, high‑quality client and prospect experience across the practice
Qualification
Required
Bachelor's degree required
Demonstrates strong initiative, sound judgment, and the ability to identify, assess, and appropriately escalate risks
Effectively plans, prioritizes, and manages work—independently and when coordinating with others
Shows strong written and verbal communication skills and builds effective rapport with internal and external partners
Collaborates well within teams and can influence or facilitate discussions with peers
Maintains confidentiality and handles sensitive information with professionalism
Exhibits intellectual curiosity, analytical thinking, and a service‑oriented approach when resolving client or operational matters
Benefits
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones
Individual annual performance bonus
Capital’s annual profitability bonus
Retirement plan where Capital contributes 15% of your eligible earnings
Company
Capital Group
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.
Founded in 1931Los Angeles, CA, US
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Gitlin
President & CEO
Canise Arredondo (she/her/hers)
Chief Financial Officer
Recent News
2024-05-06
2024-04-17
2024-02-27
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