Private Client Service Associate

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.  

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. 

“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 factor in salary and variable 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 

“I can succeed as a Private Client Service Associate at Capital Group.” 

As the Private Client Service Associate, you are responsible for serving as a point of client contact by managing client inquiries via email inbox and telephone calls. You will act as a liaison between Practice and centralized operations teams, monitoring completion of activities related to client accounts. Additionally, you will participate in execution of PWAs business plan, including accomplishing sales and client retention goals. 

A Private Client Service Associate further delivers exceptional service to clients, prospects, and centers of influence by managing inquiries, resolving issues, and ensuring timely completion of all requests. They support the practice’s operational efficiency by coordinating client meetings and calendars, preparing presentation materials, handling customized reporting, and trading requests, maintaining accurate documentation, and managing the practice’s inbox and digital presence. Additionally, they partner closely with internal teams and specialists, leverage data to meet sales and service objectives, and contribute to a consistent, high‑quality client and prospect experience across the practice.

“I am the person Capital Group is looking for.” 

• Bachelor’s degree required.

• Demonstrates strong initiative, sound judgment, and the ability to identify, assess, and appropriately escalate risks.

• Effectively plans, prioritizes, and manages work—independently and when coordinating with others.

• Shows strong written and verbal communication skills and builds effective rapport with internal and external partners.

• Collaborates well within teams and can influence or facilitate discussions with peers.

• Maintains confidentiality and handles sensitive information with professionalism.

• Exhibits intellectual curiosity, analytical thinking, and a service‑oriented approach when resolving client or operational matters.

“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 th