Private Client Operations Associate

“I can succeed as a Private Client Operations Associate at Capital Group.”

The Private Client Operations Associate plays a crucial role in facilitating the vision of the Private Operations Team. This multifaceted position encompasses critical aspects such as account opening, account maintenance, cash processing, security transfers, record retention, and alternative processing. 

Key Responsibilities: 

• Facilitating Team Vision: Supports the Private Operations Team's vision by handling various critical tasks, including focus areas in account opening, account maintenance, cash processing, security transfers, record retention, and alternative processing. 
• Demonstrating Expertise: Exhibits comprehensive knowledge in the assigned area(s), ensuring a high level of proficiency and accuracy in all tasks. 
• Task Ownership: Assumes full responsibility for assigned work, ensuring tasks are completed with precision and punctuality, including but not limited to emails and workflows. 
• Independent Production: Manages production work with added complexity autonomously, requiring minimal guidance from seniors, specialists, or managers. 
• Continuous Improvement: Actively seeks out and identifies gaps and opportunities for enhancement in resources, processes, and technology. 
• Communication: Consistently keeps the manager informed about individual progress, capacity, and potential challenges. 
• Time Allocation: Allocates 80% of the time to production in assigned workflow tasks, 10% to managing emails and other inquiries, 5% to training and reviewing materials, and 5% to participating in meetings. 

“I am the person Capital Group is looking for.”

• You have a minimum of 3 years of experience.
• You demonstrate initiative by identifying issues.
• You can prioritize their individual work and ensures it’s completed in a timely and accurate manner.
• You are flexibility and agility.
• You have intellectual curiosity and analytical skills.
• You can work effectively in a team environment.
• You collaborate, develop and maintain working relationships inside and outside the organization to enable effective completion of business objectives.
• You remain calm, composed, and positive during peak seasons or stressful situations.

“I can apply in less than 4 minutes.”  

  

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.  

  

“I can learn more about Capital Group.”  

 

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.‎ 

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Orange County Base Salary Range: $76,882-$123,011

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In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.