Private Client Service Associate at Capital Group in New York

Summary: Capital Group is a company that values diversity and belonging among its associates. The Private Client Service Associate role is responsible for managing client inquiries, acting as a liaison between teams, and supporting the execution of business plans related to sales and client retention. 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 Required Qualifications: - Bachelor's degree required - Demonstrates initiative by identifying issues for managers/others - Consistently demonstrates the ability to evaluate and appropriately address privacy and confidentiality concerns when dealing with others (or associates outside the department or group) - Demonstrates ability to effectively plan and manage the work of others - Demonstrates ability to influence others - Demonstrates sound judgment in resolving routine matters - Demonstrates intellectual curiosity and analytical skills in areas of moderate complexity - Demonstrates the ability to identify, assess, respond to and escalate risks or potential risks encountered through day-to-day activities - Demonstrates effective written and oral communication skills with team members and managers - Demonstrates ability to collaborate and work effectively as part of a team - Demonstrates effectiveness facilitating with peers or team - Demonstrates ability to prioritize assigned work and complete in a timely manner - Demonstrates effective and professional service orientation and builds appropriate rapport with internal and external contacts Required Skills: Judgment, Intellectual curiosity, Analytical skills, Prioritization, Service orientation, Rapport building, Influencing others, Facilitation 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