Client Relationship Associate

23 hours ago


Los Angeles, California, United States Capital Group Full time

About the Role:

As a Client Relationship Associate at Capital Group, you will play a vital role in providing exceptional service to our high-net-worth individuals, trusts, foundations, and endowments nationwide. Your primary responsibility will be to assist financial advisors by providing administrative support, ensuring seamless client experiences.

Key Responsibilities:

  • Provide personalized service to each client, handling tasks such as calendar management, expense reports, and client account openings and maintenance requests.
  • Work closely with financial advisors to understand client needs and preferences.
  • Maintain accurate and up-to-date client records, ensuring compliance with regulatory requirements.
  • Develop and implement effective solutions to client issues, utilizing critical thinking and problem-solving skills.
  • Collaborate with internal teams to ensure seamless client experiences.

Requirements:

  • Bachelor's degree in business, finance, economics, or a relevant field of study.
  • Foundational knowledge in administrative account operations.
  • Passion for client-facing responsibilities, including creating and preparing presentations and correspondence.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.

What We Offer:

  • Competitive base salary range: $70,160-$112,256.
  • Eligibility for an individual annual performance bonus and Capital's annual profitability bonus.
  • Retirement plan with Capital contributing 15% of eligible earnings.

About Capital Group:

Capital Group is an equal opportunity employer, committed to diversity and inclusion in the workplace.



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