Client Relationship Associate
23 hours ago
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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