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    Client Relationship Associate - San Francisco, United States - Capital World Investors

    Capital World Investors
    Capital World Investors San Francisco, United States

    2 weeks ago

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    Description

    Client Relationship Associate page is loaded

    Client Relationship Associate

    Apply locations San Francisco time type Full time posted on Posted 8 Days Ago job requisition id JR2646

    I can succeed as a Client Relationship Associate at Capital Group.

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

    Having p rior 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, y ou have a bachelors 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.
    San Francisco Base Salary Range: $77,370-$123,792

    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 Capitals 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 Canada and the United States are excluded from the above mentioned compensation and benefit plans.

    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.

    Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing . Our shared values of integrity, client focus, long-term view , diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed.

    Our compensation package is top tier. And our retirement plan is a standout in any industry. Our thorough package of benefits can support you at every stage of your life. We have a hybrid schedule that lets our associates find a balance between home and office. We believe that diverse teams operating in an open, inclusive culture produce better solutions.


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