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Client Account Associate

Learn more about Capital Group
Capital Group

Capital Group

Client Account Associate

Irvine, CA
Full Time
Paid
  • Responsibilities

    "I CAN BE MYSELF AT WORK."

    You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world everything that makes you unique. We're working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.

    We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more.

    "I CAN INFLUENCE MY INCOME."

    You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will be the equivalent of 15% of your annual pay (including bonuses).

    "I CAN LEAD A FULL LIFE."

    You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.

    • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options

    • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love

    • Access on-demand professional development resources that allow you to hone existing skills and learn new ones

    NOTE: We value flexibility and have a menu of options for our associates to leverage to help set up their work-life balance. Our associates enjoy a hybrid approach with three days in the office on a weekly basis. We encourage you to discuss the specific guidelines for your role throughout your interview process.

    "I CAN SUCCEED AS A CLIENT ACCOUNT ASSOCIATE AT CAPITAL GROUP."

    The Client Account Associate will provide operational support to the Client Account Administration Team (‘CAAT') while working directly within the CAAT Asset Transfer group. Tasks include asset movement (internal) journals, asset intake, asset disbursement, cost basis updates, post-transfer reconciliation, account maintenance support, problem resolution and collaboration with internal business groups, the Pershing Advisor Solutions service team, and various delivering/receiving contra-firms when needed.

    • Understands team dynamics, workflow processes and seeks clarification when necessary

    • Proactively monitor workflow consoles and CAAT email inbox for self-assignment of tasks

    • Perform internal transfers of non-cash assets between accounts, asset intakes and asset disbursements

    • Perform cost basis monitoring and reconciliation

    • Coordinate activities with other CAAT associates, specifically for cross-functional and complex transactions

    • Communicate with custodian service team regarding daily issues, current and pending transactions, and system operations/enhancements

    • Attend internal meetings and service team conference calls periodically

    • Facilitate documentation amendments

    • Performs additional responsibilities as assigned

    "I AM THE PERSON CAPITAL GROUP IS LOOKING FOR."

    • 2 to 4 years of experience

    • Demonstrates ability to prioritize assigned work and complete in a timely manner

    • Demonstrates initiative by identifying and recommending solutions

    • Demonstrates ability to collaborate and develop/maintain working relationships within Capital

    • Demonstrates effective written and oral communications skills with team members, managers, and various external service teams

    • Demonstrates sound judgment in resolving matters of complexity

    • Demonstrates effective and professional service orientation and builds appropriate rapport with internal and external contacts

    • Demonstrates learning agility and intellectual curiosity

    "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 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram.

    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.

  • Industry
    Investment Management
  • About Us

    Through nine decades, Capital Group’s 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. Private ownership allows us to keep our eyes on the long term while more than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day.