"I can succeed as a Private Client Services Associate - Outsourced Advisory Solutions"

Outsourced Advisory Solutions (OAS) is a new initiative at Capital Group to distribute portfolio construction and wealth planning advice to the marketplace. Our current focus is across three pillars: solicitation, turnkey asset management platforms, and direct-to-broker and sits within the Private Client Services group.

Private Client Services (PCS) was formed in 1974 to provide financial advice and investment services for the firm's associates. We later expanded to include clients outside of Capital Group. PCS has historically provided advice, and investment services direct to the end client.

Duties Include:

• Review our client service (and onboarding) requirements tied to portfolio construction to provide a recommendation for what the Portfolio Consultant should manage
• Execute the proposed role and iteratively provide feedback on the scope of the position
• Collaborate with OAS leadership on which portfolio construction responsibilities best fit across OAS roles

"I am the person Capital Group is looking for."

• You are self-driven, intellectually curious, and motivated to understand how business processes, technology, and the investment industry work together.
• You have an interest in investment operations, financial services, securities, or portfolio management and are eager to build your expertise.
• You demonstrate strong attention to detail and can consistently apply policies, procedures, controls, and compliance requirements with accuracy.
• You exercise sound judgment when addressing issues of moderate complexity and know when to seek guidance from teammates or more senior colleagues.
• You enjoy working in a collaborative, fast-paced environment and can prioritize responsibilities while maintaining high-quality results.
• You are an effective communicator who can build relationships and credibility across teams and business partners.
• You are comfortable supporting projects, gathering information, and contributing to process improvements and business initiatives.
• You have an analytical mindset and can use data and technology tools to identify opportunities for operational enhancements.
• You are interested in automation and emerging technologies and are eager to participate in learning opportunities that improve efficiency and scalability.
• You have experience using or are willing to learn project management and collaboration tools such as Confluence, Jira, and PowerPoint.
• You are customer-focused, action-oriented, organized, and committed to continuous learning, feedback, and personal development.

"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.

New York Base Salary Range: $88,080-$140,928

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.