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Client Relations Associate
The Capital Group Companies
New York, NY, United States
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Come grow with us
At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it’s more than that. It’s smart and highly driven people united in purpose to serve our investors and one another.
Bring your energy and unique perspective to Capital and you’ll have the opportunity to grow with us professionally, personally, and financially. You’ll be part of a team that genuinely cares about helping you succeed. You’ll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, you’ll receive premier compensation and benefits, and a company-funded retirement plan that ranks among the most generous.
Our Private Client Services business was founded more than four decades ago as a family office for Capital Group’s senior executives and their families. We have since expanded into a full-service wealth management and trust company, overseeing some $22 billion in assets for a select group of discriminating high-net-worth individuals, trusts, foundations and endowments nationwide. Though we are an exclusive boutique, and maintain a relatively small number of client relationships, we are able to tap into in-depth, world-class research and portfolio management experience from around the globe.
The Client Account Associate is a key member of the Private Client Services team, working directly with the Client Relationship Team, and is responsible for account opening, cash management, record retention and account maintenance.
Responsibilities:
• Gather client information from multiple sources and sets client accounts up on CG and custodian systems.
• Conduct review and approval of workflows to ensure completeness and accuracy of documents and compliance with applicable business and regulatory parameters.
• Perform a review of account documentation to ensure completeness and accuracy.
• Set-up client access to the - website, statements, tax reporting, prospectus and other.
• Work with the Client Relationship Team to address the on-going needs of client accounts and ensures changes made are properly authorized and systems are updated accordingly.
• Assist in audit requests by working with the PCS Business Liaison and others within PCS to gather information and present the documentation in an organized manner.
• Coordinate cash processing including, but not limited to monitoring cash balances, managing ticklers/account alerts, and processing client requests as received.
• Review client authorization documentation and completes CG and external systems set-up.
• Coordinate the distribution of client documents, notice mailings, mass document up-loads and select external facing communications.
• Participate in intra-departmental peer review efforts and projects.
Qualifications:
• 2+ years experience in the financial or investment management industry and proven client servicing abilities.
• Excellent communication skills including strong written, verbal and listening skills.
• Strong initiative, teamwork and organizational skills are essential with the ability to prioritize multiple requests from a variety of sources.
• Analytical skills and strong technical skills along with attention to detail.
• The ability to forge relationships with others inside and outside Capital Group that are based on mutual respect, loyalty and trust.
• Bachelor's Degree preferred.
Company Overview:
Founded in 1931, Capital Group is one of the world’s largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.39 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers.
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. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, 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 status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.