Client Relationship Associate

4 weeks ago


West Los Angeles, United States Capital Group Companies Full time

“I can succeed as a Client Relationship Associate at Capital Group.”

As one of our Client Relationship Associates, you'll assist financial advisors by providing administrative support to our high-net-worth individuals, trusts, foundations, and endowments nationwide. You’ll provide personalized service for each client, while multitasking everything from handling calendars and expense reports to initiating client account openings and maintenance requests.

Having prior experience providing customer service within a financial service sector and a solid understanding of wealth management or trust business is ideal since compliance with business processes and regulatory requirements is important for this role. Additionally, you enjoy working in a fast-paced environment, where critical thinking and effective teamwork are essential for success.

“I am the person Capital Group is looking for.”A bachelor’s degree in business, finance, economics, or a relevant field of study required.-
- You have foundational knowledge in administrative account operations.-
- You have a passion for client-facing responsibilities, including creating and preparing presentations and correspondence.-
- You are never too busy for a conversation and strive to make the customer feel valued. Even if there are several other items on your desk that day, you focus your attention on clients and what they need.-
- You enjoy handling detail-orientated work with client accounts, including documentation and client notification.-
- You appreciate the sense of accomplishment achieved when you solve a problem using your good judgment.-
- You have a curious nature and enjoy learning new things.Los Angeles Base Salary Range: $70,160-$112,256
- 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._
- You can learn more about our compensation and benefits _
- here_
- ._
- _Temporary positions in Canada and the United States_ are excluded from the above mentioned compensation and benefit plans._



  • Los Angeles, California, United States Capital Group Companies Full time

    I can succeed as a Client Relationship Associate at Capital Group. As one of our Client Relationship Associates, you'll assist financial advisors by providing administrative support to our high-net-worth individuals, trusts, foundations, and endowm Relationship Associate, Client Relations, Relationship, Associate, Client, Business Services


  • Los Angeles, United States Capital Group Companies Full time

    I can succeed as a Client Relationship Associate at Capital Group. As one of our Client Relationship Associates, you'll assist financial advisors by providing administrative support to our high-net-worth individuals, trusts, foundations, and endowm Relationship Associate, Client Relations, Relationship, Associate, Client, Business Services


  • Los Angeles, United States Capital Group Companies Full time

    I can succeed as a Client Relationship Associate at Capital Group. As one of our Client Relationship Associates, you'll assist financial advisors by providing administrative support to our high-net-worth individuals, trusts, foundations, and endowm Relationship Associate, Client Relations, Relationship, Associate, Client, Business Services


  • Los Angeles, United States Neiman Marcus Full time

    Neiman Marcus Group is a relationship business that leads with love in everything we do—for our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and Bergdorf Goodman.  Your Role  As our Client...


  • Los Angeles, United States Neiman Marcus Full time

    Neiman Marcus Group is a relationship business that leads with love in everything we do—for our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and Bergdorf Goodman.  Your Role  As our Client...


  • Los Angeles, California, United States Neiman Marcus Full time

    Neiman Marcus Group is a relationship business that leads with love in everything we do—for our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and Bergdorf Goodman. Your Role As our Client Relationship...


  • West Los Angeles, United States Capital Group Companies Full time

    “I can succeed as a Client Relationship Specialist at Capital Group.” As one of our Client Relationship Specialists, you'll assist financial advisors by providing administrative support to our high-net-worth individuals, trusts, foundations, and endowments nationwide. A typical day includes working closely with our Private Wealth Advisors to support...


  • Los Angeles, United States City National Bank Full time

    Overview: RELATIONSHIP ASSOCIATE - PBB WHAT IS THE OPPORTUNITY? Their primary responsibility is to work directly with clients on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction. Actively engages in...


  • Los Angeles, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Title: Client Relationship ManagerJob Description: We are looking for a dedicated Client Relationship Manager to join our team and serve as the primary point of contact for our clients. The Client Relationship Manager will be responsible for building strong relationships, understanding client needs, and ensuring client...


  • Los Angeles, United States Huckabee Full time

    Huckabee is one of the fastest growing A/E firms in the nation and one of the top educational design firms. We are a mission-driven company that is dedicated to the success of all students. What we do matters, which is why we look for people who share our passion for changing the world through design and who want to create an impact of excellence on...


  • Los Angeles, United States Hilldun Corporation Full time

    Hilldun Corporation is a leading factoring and finance company in the fashion industry. With a rich history and a strong commitment to serving our clients, we provide innovative financial solutions that support businesses in the fashion sector. Our company is known for its dedication to excellence, forward-thinking approach, and a team of professionals who...


  • Los Angeles, United States Hilldun Corporation Full time

    Hilldun Corporation is a leading factoring and finance company in the fashion industry. With a rich history and a strong commitment to serving our clients, we provide innovative financial solutions that support businesses in the fashion sector. Our company is known for its dedication to excellence, forward-thinking approach, and a team of professionals who...


  • Los Angeles, United States Hilldun Corporation Full time

    Hilldun Corporation is a leading factoring and finance company in the fashion industry. With a rich history and a strong commitment to serving our clients, we provide innovative financial solutions that support businesses in the fashion sector. Our company is known for its dedication to excellence, forward-thinking approach, and a team of professionals who...


  • Los Angeles, United States Hilldun Corporation Full time

    Hilldun Corporation is a leading factoring and finance company in the fashion industry. With a rich history and a strong commitment to serving our clients, we provide innovative financial solutions that support businesses in the fashion sector. Our company is known for its dedication to excellence, forward-thinking approach, and a team of professionals who...


  • Los Angeles, United States Ernest Full time

    Ernest Packaging Solutions is currently in search of a Client Relationship Manager for our territory located near Los Angeles, CA. This is a full-time position that offers a competitive base salary, commissions, bonuses, along with benefits and a wonderful company culture.For over 75 years, Ernest Packaging Solutions has been committed to the success of our...


  • Los Angeles, United States Ernest Full time

    Ernest Packaging Solutions is currently in search of a Client Relationship Manager for our territory located near Los Angeles, CA. This is a full-time position that offers a competitive base salary, commissions, bonuses, along with benefits and a wonderful company culture.For over 75 years, Ernest Packaging Solutions has been committed to the success of our...


  • Los Angeles, United States Ernest Full time

    Ernest Packaging Solutions is currently in search of a Client Relationship Manager for our territory located near Los Angeles, CA. This is a full-time position that offers a competitive base salary, commissions, bonuses, along with benefits and a wonderful company culture. For over 75 years, Ernest Packaging Solutions has been committed to the success of...


  • Los Angeles, California, United States City National Bank Full time

    RELATIONSHIP ASSOCIATE SENIOR - PBB WHAT IS THE OPPORTUNITY? Their primary responsibility is to work directly with clients on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction. Actively engages in...


  • Los Angeles, United States Grameen America Inc. Full time

    **Salary: $18.50 per hour** **About Us** Grameen America, Inc. (GAI) is a nonprofit microfinance organization founded by 2008 Nobel Peace Prize recipient Muhammad Yunus. The fastest growing nonprofit microfinance organization in the U.S., Grameen America has provided over $2 billion in small business loans and served over 138,000 low-income, primarily...


  • Los Angeles, United States Grameen America Inc Full time

    Job Description Job Description Salary: $18.50 per hour About Us Grameen America, Inc. (GAI) is a nonprofit microfinance organization founded by 2008 Nobel Peace Prize recipient Muhammad Yunus. The fastest growing nonprofit microfinance organization in the U.S., Grameen America has provided over $2 billion in small business loans and served over 138,000...