Capital Group · 8 hours ago
Private Client Service Associate
San Francisco, CA
Full-time
Onsite
New Grad, Entry Level
$92K/yr - $147K/yrCapital Group is a company committed to fostering a strong sense of belonging and integrity in the workplace. They are seeking a Private Client Service Associate responsible for managing client inquiries, acting as a liaison between teams, and executing business plans to achieve sales and client retention goals.
Financial Services
Responsibilities
Delivers impeccable client service to clients, prospects, and centers of influence
Researches and resolves client queries regarding audits, investment results, fees, and guidelines
Executes effective business operations practices that drive efficiency and a consistent client/prospect experience
Leverages data from internal and external sources to achieve practice sales and service objectives
Manages flow of requests to ensure work is completed in a timely manner
Build rapport with internal and external contacts
Engages resources to resolve issues and nonstandard requests
Attends and participates in client/intermediary meetings as appropriate
Works with partners to prepare materials for client presentations, process client requests, onboard new client accounts, make business travel arrangements, and manage expense reports and records
Coordinate client meetings and manage calendars
Manages the practice’s inbox, resolve client inquiries, document meeting notes, ensure information and client documentation is up to date
Responsible for all customized client request (reporting, trading)
Organize conversations with CG specialists
Responsible for practice’s digital footprint (e.g. LinkedIn)
Additional responsibilities as designed
Qualification
Required
You have a 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 (or associates outside the department or group)
You demonstrate the ability to effectively plan and manage the work of others
You demonstrate the ability to influence others
You demonstrate sound judgment in resolving routine matters
You demonstrate intellectual curiosity and analytical skills in areas of moderate complexity
You demonstrate the ability to identify, assess, respond to and escalate risks or potential risks encountered through day-to-day activities
You demonstrate effective written and oral communication skills with team members and managers
You demonstrate the ability to collaborate and work effectively as part of a team
You demonstrate effectiveness facilitating with peers or team
You demonstrate the ability to prioritize assigned work and complete in a timely manner
You demonstrate effective and professional service orientation and build appropriate rapport with internal and external contacts
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
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a 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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