Capital

Private Client Service Associate

Capital(1 month ago)

HybridFull TimeMedior$80,098 - $128,157Client Services
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About this role

The Private Client Service Associate at Capital Group serves as a primary client contact for the Private Wealth Advisors practice, supporting client interactions and helping maintain the practice’s operational effectiveness. The role contributes to the practice’s business plan and supports efforts to deliver a consistent, high‑quality experience for clients and prospects.

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Required Skills

  • Client Service
  • Communication
  • Problem Solving
  • Time Management
  • Coordination
  • Reporting
  • Trading Requests
  • Data Analysis
  • Confidentiality
  • Calendar Management

Qualifications

  • Bachelor's Degree
Capital

About Capital

capitalgroup.com

Since 1931, we've helped millions of investors worldwide pursue their real-life goals.

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