Client Relationship Specialist

3 days ago


New York, New York, United States Capital Group Full time
About the Role

We are seeking a highly skilled Client Relationship Specialist to join our team at Capital Group. As a key member of our team, you will play a critical role in building and maintaining strong relationships with our high-net-worth clients, trusts, foundations, and endowments nationwide.

Key Responsibilities
  • Provide administrative support to our Private Wealth Advisors, including managing client relationships, expanding existing relationships, and building new ones.
  • Assist with the initiation of new accounts and maintenance requests, ensuring seamless client onboarding and ongoing support.
  • Work closely with our Private Wealth Advisors to support their business plans, prioritize tasks, and provide personalized service to clients.
  • Develop a deep understanding of investment concepts and wealth management principles to effectively communicate with clients and provide tailored solutions.
  • Collaborate with the team to identify and capitalize on opportunities to grow client relationships and expand our business.
Requirements
  • Bachelor's degree in a relevant field.
  • Experience working in the financial services industry, with a focus on high-net-worth clients and wealth management.
  • Excellent customer service skills, with the ability to build strong relationships with clients and colleagues alike.
  • Strong communication and interpersonal skills, with the ability to work effectively in a team environment.
  • Ability to prioritize multiple tasks and manage competing deadlines.
What We Offer

As a Client Relationship Specialist at Capital Group, you will be part of a dynamic team that is passionate about delivering exceptional client service. We offer a competitive base salary, annual performance bonus, and retirement plan, as well as opportunities for professional growth and development.

We are an equal opportunity employer, committed to diversity and inclusion. We welcome applications from candidates of all backgrounds and experiences.



  • New York, New York, United States Capital Group Full time

    About the RoleWe are seeking a highly skilled Client Relationship Specialist to join our team at Capital Group.As a Client Relationship Specialist, you will play a critical role in supporting our Private Wealth Advisors in managing client relationships and expanding their business.Key ResponsibilitiesProvide administrative support to our high-net-worth...


  • New York, New York, United States Exness Careers Full time

    About Exness CareersExness is a leading international fintech company that offers a dynamic and inclusive work environment. We are committed to fostering a culture of innovation, teamwork, and continuous learning.Job Title: Client Relationship SpecialistWe are seeking a highly motivated and experienced Client Relationship Specialist to join our team. As a...


  • New York, New York, United States Exness Careers Full time

    About the RoleWe are seeking a highly motivated and experienced Client Relationship Specialist to join our team at Exness Careers. As a key member of our client-facing department, you will be responsible for acquiring new clients, uplifting existing mass retail accounts, and retaining high-value clients through a value-driven relationship-based approach.Key...


  • New York, New York, United States Exness Careers Full time

    About the RoleWe are seeking a highly skilled Client Relationship Specialist to join our team at Exness Careers. As a key member of our client-facing department, you will be responsible for acquiring new clients, uplifting existing accounts, and retaining high-value clients through a value-driven relationship-based approach.Key ResponsibilitiesAnalyze client...


  • New York, New York, United States Exness Careers Full time

    About the RoleWe are seeking a highly skilled Client Relationship Specialist to join our team at Exness Careers. As a key member of our client-facing department, you will be responsible for acquiring new clients, uplifting existing mass retail accounts, and retaining high-value clients through a value-driven relationship-based approach.Key...


  • New York, New York, United States ButlerTill Full time

    About the RoleWe are seeking a highly skilled Client Relationship Specialist to join our team at Butler/Till. As a key member of our client-facing team, you will be responsible for fostering strong relationships with our clients, driving business growth, and delivering exceptional customer service.Key ResponsibilitiesAccount Management: Build and maintain...


  • New York, New York, United States Capital Group Full time

    About the RoleWe are seeking a highly skilled Client Relationship Specialist to join our team at Capital Group. As a key member of our Institutional Investment Services team, you will be responsible for representing Capital Group to our largest institutional investment clients.Key ResponsibilitiesDevelop and maintain meaningful relationships with clients and...


  • New York, New York, United States City National Bank Full time

    Job SummaryWe are seeking a highly skilled Business Development Manager to join our team at City National Bank. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with clients, identifying business opportunities, and providing exceptional customer service.Key ResponsibilitiesRelationship Building:...


  • New York, New York, United States Citigroup Inc Full time

    Job Title: Client Relationship ManagerThe Client Relationship Manager is a key role within Citigroup Inc, responsible for building and maintaining strong relationships with clients. This position requires a seasoned professional with in-depth knowledge of banking and financial services, as well as excellent communication and interpersonal skills.Key...


  • New York, New York, United States Capital Group Full time

    About the RoleWe are seeking a highly skilled Client Relationship Specialist to join our team at Capital Group.Key Responsibilities:Provide administrative support to our Private Wealth Advisors, assisting with business planning, relationship building, and client management.Work closely with our team to expand existing relationships and build new ones,...


  • New York, New York, United States Citigroup Inc Full time

    Job SummaryThe Citi Relationship Manager is a seasoned professional role that requires a deep understanding of banking and investment products, as well as excellent communication and diplomacy skills. The ideal candidate will have a strong track record of providing sound banking and financial advice and solutions to clients, and will be able to work...


  • New York, New York, United States Citigroup Inc Full time

    Job SummaryThe Citi Relationship Manager is a seasoned professional role that requires in-depth knowledge of banking and investment products, as well as excellent communication and diplomacy skills. The ideal candidate will have a strong track record of providing sound banking and financial advice and solutions to clients, and will be able to work...


  • New York, New York, United States Expedient Staffing Solutions Full time

    Job Title: Relationship SpecialistJob Summary:We are seeking a skilled Relationship Specialist to join our team at Expedient Staffing Solutions. As a key member of our team, you will be responsible for overseeing and conducting the centralized Docusign mailing project, ensuring timely and accurate execution of client mailings.Key Responsibilities:Test...


  • New York, New York, United States Relationship HQ Full time

    About the RoleWe are seeking a skilled Mental Health Provider to join our team at Relationship HQ. As a key member of our clinical team, you will play a vital role in delivering high-quality care to our clients.Our ideal candidate will have experience working with adults, couples, and families, with a strong focus on anti-oppressive and identity-affirming...


  • New York, New York, United States Bucher & Christian Consulting, Inc. dba BCforward Full time

    Job Title: Relationship SpecialistWe are seeking a highly motivated and detail-oriented Relationship Specialist to join our team. As a key member of our organization, you will be responsible for overseeing and conducting centralized DocuSign mailing projects.Key Responsibilities:Oversee and conduct centralized DocuSign mailing projectsTest enhancements to...


  • New York, New York, United States AXA XL Ltd Full time

    Job Title: Client Relationship LeaderAt AXA XL Ltd, we are seeking a highly skilled Client Relationship Leader to join our team. As a key member of our organization, you will be responsible for nurturing and cultivating long-term client relationships with strategic accounts.Key Responsibilities:Develop and execute client relationship strategies to drive...


  • New York, New York, United States AXA SA Full time

    Job Title: Client Relationship LeaderWe are seeking a highly skilled Client Relationship Leader to join our team at AXA XL. As a key member of our organization, you will be responsible for nurturing and cultivating long-term client relationships with strategic accounts.Key Responsibilities:Know Your Client Holistically: Understand client's business,...


  • New York, New York, United States WTW inc. Full time

    Job SummaryThe Client Advocate role at WTW Inc. is a critical position that supports client relationship and strategy at the insurance program level. This role works in conjunction with a Senior Relationship Manager on complex and middle market accounts to provide coordinated service and placement to meet the client's insurance and risk management needs.Key...


  • New York, New York, United States AXA XL Ltd Full time

    Client Relationship LeaderAXA XL Ltd is seeking a seasoned Client Relationship Leader to join our team. As a key member of our client-facing team, you will be responsible for nurturing and cultivating long-term relationships with strategic accounts, leveraging your deep understanding of the market and our internal networks to deliver exceptional value to our...


  • New York, New York, United States AXA XL Ltd Full time

    Job Title: Client Relationship LeaderJoin AXA XL Ltd as a Client Relationship Leader and take on a challenging role that requires strong relationship-building skills, business acumen, and a deep understanding of the insurance industry.About the Role:We are seeking a highly motivated and experienced professional to lead client relationships and drive business...