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About the Role

As a Private Client Service Associate, you will serve as a primary client contact, managing inquiries via email and phone. You will act as a liaison between the Practice and centralized operations teams, monitor client account activities, and contribute to the business plan by achieving sales and client retention goals.

Responsibilities

• Deliver impeccable client service to clients, prospects, and centers of influence.
• Research and resolve client queries regarding audits, investment results, fees, and guidelines.
• Execute effective business operations practices to drive efficiency and a consistent client/prospect experience.
• Leverage data from internal and external sources to achieve practice sales and service objectives.
• Manage the flow of requests to ensure timely completion of work.
• Build rapport with internal and external contacts.
• Engage resources to resolve issues and nonstandard requests.
• Attend and participate in client/intermediary meetings as appropriate.
• Prepare materials for client presentations, process client requests, onboard new client accounts, make business travel arrangements, and manage expense reports and records with partners.
• Coordinate client meetings and manage calendars.
• Manage the practice’s inbox, resolve client inquiries, document meeting notes, and ensure information and client documentation is up to date.
• Handle all customized client requests, including reporting and trading.
• Organize conversations with CG specialists.
• Manage the practice’s digital footprint (e.g. LinkedIn).
• Perform additional responsibilities as assigned.

Requirements

• Demonstrate initiative by identifying issues for managers/others.
• Consistently demonstrate the ability to evaluate and appropriately address privacy and confidentiality concerns.
• Demonstrate the ability to effectively plan and manage the work of others.
• Demonstrate the ability to influence others.
• Demonstrate sound judgment in resolving routine matters.
• Demonstrate intellectual curiosity and analytical skills in areas of moderate complexity.
• Demonstrate the ability to identify, assess, respond to and escalate risks or potential risks.
• Demonstrate effective written and oral communication skills with team members and managers.
• Demonstrate the ability to collaborate and work effectively as part of a team.
• Demonstrate effectiveness facilitating with peers or team.
• Demonstrate the ability to prioritize assigned work and complete in a timely manner.
• Demonstrate effective and professional service orientation and build appropriate rapport with internal and external contacts.

Skills

• Client service
• Communication (written and oral)
• Collaboration
• Facilitation
• Prioritization
• Service orientation
• Rapport building
• Digital footprint management

Location

• San Francisco

Work Type

• Full-time
• Flexible work options

Education Level

• Bachelor's degree (required)

Salary/Compensations

• $91,608-$146,573

Benefits

• Competitive salary
• Bonuses
• Company-funded retirement contribution (15% of eligible earnings)
• Generous time-away
• Health benefits from day one
• 2-for-1 matching gifts for charitable contributions
• Opportunity for annual grants for charitable organizations
• On-demand professional development resources

About the Company

• Capital Group fosters a culture of belonging, celebrating differences and valuing diverse perspectives, experiences, and backgrounds.
• The company lives its core values: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
• Capital Group invests in its associates, offering a culture, compensation, and opportunities to empower them to build successful careers.
• With a history spanning nine decades, Capital Group aims to improve people's lives through successful investing.
• Capital Group has over 9,000 associates in 30+ offices worldwide.
• The company's success is built on the strength of its people.

Equal Opportunity

• We are an equal opportunity employer, complying with all federal, state, and local laws that prohibit discrimination.
• Our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.