Private Client Service Associate

As a Private Client Service Associate at Capital Group, you will serve as the primary point of contact for clients, managing inquiries via email and phone while acting as a liaison between practice teams and centralized operations. The role involves executing business plan activities such as sales and client retention goals, resolving queries regarding audits and investment results, and coordinating client meetings and presentations. You will also manage practice inboxes, onboard new accounts, prepare client materials, and maintain up-to-date documentation in a client-focused financial services environment.