Private Client Service Associate
Capital(20 days ago)
About this role
A Private Client Service Associate at Capital Group supports the Private Wealth Advisory practice as a client-facing representative and liaison across practice and centralized operations. The role helps maintain client relationships, supports account administration, and contributes to the practice’s business objectives and client retention efforts.
Required Skills
- Client Service
- Research
- Communication
- Data Analysis
- Problem Solving
- Time Management
- Collaboration
- Risk Assessment
- Presentation
- Onboarding
+4 more
Qualifications
- Bachelor's Degree
About Capital
capitalgroup.comSince 1931, we've helped millions of investors worldwide pursue their real-life goals.
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