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

As one of our Client Relationship Associates, you'll assist financial advisors by providing administrative support to our high-net-worth individuals, trusts, foundations, and endowments nationwide. You’ll provide personalized service for each client, while multitasking everything from handling calendars and expense reports to initiating client account openings and maintenance requests.  

Having prior experience providing customer service within a financial service sector and a solid understanding of wealth management or trust business is ideal since compliance with business processes and regulatory requirements is important for this role. Additionally, you enjoy working in a fast-paced environment, where critical thinking and effective teamwork are essential for success. 

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

• Ideally, you have a bachelor's degree in business, finance, economics, or a relevant field of study.

• You have foundational knowledge in administrative account operations.

• You have a passion for client-facing responsibilities, including creating and preparing presentations and correspondence.

• You are never too busy for a conversation and strive to make the customer feel valued. Even if there are several other items on your desk that day, you focus your attention on clients and what they need.

• You enjoy handling detail-orientated work with client accounts, including documentation and client notification.

• You appreciate the sense of accomplishment achieved when you solve a problem using your good judgment.

• You have a curious nature and enjoy learning new things.

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.

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.