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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.
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 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."
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 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 .
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.
Last updated : 2024-04-24
Full Time
$99k-131k (estimate)
04/26/2024
07/25/2024
capitalgroup.com
FORKED RIVER, NJ
7,500 - 15,000
1931
$3B - $5B
Since 1931, Capital Group, home of American Funds, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors. Capital Group is a private firm that employs more than 7,500 associates in offices around the world. For more than 80 years, our goal has remained the same: to improve peoples lives through successful investing. *Weve been made aware of an ...employment scam fraudulently using Capital Groups name.* -Capital Group does not schedule interviews or make job offers solely via Twitter, chat or text messages. -Capital Group requires a completed job application prior to consideration for an interview and job offer. If you are unsure whether youre communicating with Capital Group, please contact us at (800) 421-4225 or employmentfraud@capgroup.com to verify your job interview or offer. For important legal information please click the company details website link: https://www.capitalgroup.com/us/landing-pages/linkedin-terms-of-use.html
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