"I can succeed as a Private Client Services GIC Associate."

As a Global Investment Control (GIC) - Private Client Services (PCS) Associate, you will be responsible for administering Mutual Fund, ETF, and Separately Managed Accounts (SMA), including recurring distributions, asset allocation implementation, and tax loss harvesting activities. You will process investment orders and client cash flow transactions, while supporting account openings, closures, gifting activity, tax transition plans, and rebalancing efforts. You will ensure that trade activity complies with client guidelines, regulatory requirements, tax considerations, eligibility criteria, and investment restrictions. You will partner closely with the Client Relationship team, third-party service providers, and GIC teammates to support account maintenance activities and deliver high-quality client experience. You will help resolve client and investment-related inquiries, participate in projects that improve business processes and operational effectiveness, and contribute to continuous improvement initiatives. You will also support solution design efforts, provide input on process and technology enhancements, leverage automation tools and data insights, and help maintain knowledge management content that supports team onboarding and operational excellence.

"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.

Los Angeles Base Salary Range: $80,098-$128,157

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.