Demonstrates full knowledge level in assigned area and is an experienced sole contributor. Anticipates, facilitates, and advances the account onboarding process through leading team workflows. Responsible for accurate and compliant oversight and completion of account onboarding by facilitating across all interested parties including PWAs, CRT, CAAT and end clients.

Primary responsibilities/essential functions:

• Executes and coordinates account opening along with PWA/CRT from prospecting, onboarding, and account funding.
• With minimal supervision, able to assess requirements needed for all account onboardings, work with the client to obtain necessary documentation and facilitate the entire account onboarding through account funding
• Builds rapport with clients and intermediaries, where applicable, to maintain a positive working relationship and fully leverage CRT/CAAT teams.
• Strategizes with PWA/CRT to establish a process/service model for addressing and improving the client onboarding experience
• Communicates with clients and advisors on various account and/or transactional processes and oversees client onboarding materials.
• Coordinates with internal and external teams to on-board new and existing client relationships (information collection, documentation and approval compilation, open and fund accounts).
• Provides subject matter expertise to team/department

Skills/qualifications:

• 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, wealth advisors and end clients
• Demonstrates sound judgment in resolving matters of complexity.
• Demonstrates effective and professional service orientation and builds appropriate rapport with internal and external contacts.
• Demonstrates comprehensive knowledge of the account onboarding and funding process, including standard and complex account types.
• Demonstrates ability to influence others.
• Demonstrates learning agility and intellectual curiosity in areas of moderate to high complexity, ambiguity and diversity.

Southern California Base Salary Range: $88,022-$140,835

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 .

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.

For more than 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 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.