Private Client Service Associate

Primary responsibilities/essential functions:

• Delivers impeccable client service to clients, prospects, and centers of influence.
• Researches and resolves client queries regarding audits, investment results, fees, and guidelines.
• Executes effective business operations practices that drive efficiency and a consistent client/prospect experience.
• Leverages data from internal and external sources to achieve practice sales and service objectives.
• Manages flow of requests to ensure work is completed in a timely manner.
• Build rapport with internal and external contacts.
• Engages resources to resolve issues and nonstandard requests.
• Attends and participates in client/intermediary meetings as appropriate.
• Works with partners to prepare materials for client presentations, process client requests, onboard new client accounts, make business travel arrangements, and manage expense reports and records.
• Coordinate client meetings and manage calendars.
• Manages the practice's inbox, resolve client inquiries, document meeting notes, ensure information and client documentation is up to date.
• Responsible for all customized client request (reporting, trading).
• Organize conversations with CG specialists.
• Responsible for practice's digital footprint (e.g. LinkedIn).
• Additional responsibilities as designed.

"I am the person Capital Group is looking for."

Skills/qualifications:

• You demonstrate initiative by identifying issues for managers/others.
• You consistently demonstrate the ability to evaluate and appropriately address privacy and confidentiality concerns when dealing with others (or associates outside the department or group).
• You demonstrate the ability to effectively plan and manage the work of others.
• You demonstrate the ability to influence others.
• You demonstrate sound judgment in resolving routine matters.
• You demonstrate intellectual curiosity and analytical skills in areas of moderate complexity.
• You demonstrate the ability to identify, assess, respond to and escalate risks or potential risks encountered through day-to-day activities.
• You demonstrate effective written and oral communication skills with team members and managers.
• You demonstrate the ability to collaborate and work effectively as part of a team.
• You demonstrate effectiveness facilitating with peers or team.
• You demonstrate the ability to prioritize assigned work and complete in a timely manner.
• You demonstrate effective and professional service orientation and build appropriate rapport with internal and external contacts.
• You demonstrate effectiveness facilitating with peers or team.
• You demonstrate the ability to prioritize assigned work and complete in a timely manner.
• You demonstrate effective and professional service orientation and build appropriate rapport with internal and external contacts.

Core requirements:

• Bachelor's degree required.