Capital Group
Private Client Service Associate
West Los Angeles · Contract
Sponsorship not specified$80k-$128kDetected 7 days ago
CommunicationPublic Speaking
About the role
- "I can be myself at work." You are more than a job title.
- We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do.
- We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.
Responsibilities
- Delivers impeccable client service to clients, prospects, and centers of influence.
- Executes effective business operations practices that drive efficiency and a consistent client/prospect experience.
- Manages flow of requests to ensure work is completed in a timely manner.
- Build rapport with internal and external contacts.
- 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.
- Additional responsibilities as designed.
- You demonstrate the ability to effectively plan and manage the work of others.
- You demonstrate effective and professional service orientation and build appropriate rapport with internal and external contacts.
Requirements
- You have a Bachelor's degree (required).
Compensation
- Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
- $80,098-$128,157
- In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
- You can learn more about our compensation and benefits here.
- Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Benefits
- Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Company info
- "I can be myself at work."
- You are more than a job title.
- We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences.
- We believe that belonging leads to better outcomes and a stronger community of associates united by our mission.
- You demonstrate the ability to collaborate and work effectively as part of a team.
Equal opportunity
- We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment.
Visa & Work Authorization
- itions, 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 statu
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