Private Client Operations Associate

Welcome to Capital Group Companies! We are a leading investment management firm with a strong focus on serving our private clients. We are currently seeking a highly motivated and detail-oriented individual to join our team as a Private Client Operations Associate. In this role, you will play a crucial part in ensuring our clients' financial transactions are executed accurately and efficiently. As a member of our team, you will have the opportunity to work with a diverse group of professionals and contribute to our clients' success. If you have a passion for finance, exceptional organizational skills, and a commitment to delivering exceptional client service, we encourage you to apply for this exciting opportunity. Read on to learn more about the qualifications we are looking for in our ideal candidate.

1. Process and execute financial transactions for private clients accurately and efficiently.
2. Maintain a thorough understanding of the firm's investment products and services to effectively assist clients.
3. Provide excellent customer service to clients by promptly responding to inquiries and resolving any issues or concerns.
4. Collaborate with team members to ensure all client requests and transactions are completed in a timely manner.
5. Maintain detailed and accurate records of client transactions and interactions.
6. Assist in the preparation of client reports and presentations.
7. Stay current with industry trends and regulations to ensure compliance with all financial and legal requirements.
8. Continuously look for ways to improve processes and procedures to increase efficiency and accuracy.
9. Communicate effectively with internal teams, such as portfolio managers and advisors, to ensure smooth operations and client satisfaction.
10. Uphold and promote the company's core values and commitment to exceptional client service.
11. Participate in training and development opportunities to enhance knowledge and skills.
12. Attend client meetings and events as needed to provide support and assistance.
13. Manage confidential client information with the utmost discretion and professionalism.
14. Take on ad-hoc projects and tasks as assigned by management to support the team and company goals.

According to JobzMall, the average salary range for a Private Client Operations Associate in Irvine, CA, USA is $55,000 to $75,000 per year. This salary range can vary depending on factors such as the company, level of experience, and job responsibilities. Private Client Operations Associates in Irvine may also receive additional benefits such as bonuses, healthcare coverage, and retirement plans.

Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with $1.87 trillion in assets under management.