Client Relationship Associate
1 week ago
We are seeking a highly skilled Client Relationship Specialist to join our team at Capital Group. As a key member of our Private Wealth team, you will play a critical role in supporting our financial advisors and high-net-worth clients nationwide.
Key Responsibilities- Provide administrative support to our financial advisors, including managing client relationships, expanding existing relationships, and building new ones.
- Work closely with our Private Wealth Advisors to support their business plans, prioritize tasks, and provide personalized service to clients.
- Manage all aspects of the client relationship, including initiating new accounts and maintenance requests.
- Develop a deep understanding of investment concepts and provide expert advice to clients.
- Collaborate with our team to ensure seamless execution of client requests and maintain high levels of customer satisfaction.
- Bachelor's degree in a related field.
- Experience working in the financial services industry, with a focus on high-net-worth individuals.
- Excellent customer service skills, with the ability to prioritize multiple tasks and provide personalized service to clients.
- Strong communication and teamwork skills, with the ability to work effectively in a fast-paced environment.
- Ability to develop a deep understanding of investment concepts and provide expert advice to clients.
As a Client Relationship Specialist at Capital Group, you will be eligible for a highly competitive base salary, individual annual performance bonus, and Capital's annual profitability bonus. You will also be eligible for a retirement plan, where Capital contributes 15% of your eligible earnings.
We are an equal opportunity employer, committed to diversity and inclusion in the workplace. We prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex, pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking, or any other characteristic protected by federal, state or local law.
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