Posted: Saturday, January 13, 2018 6:26 AM
Req ID: 16681
Experience Level: Professional
Relocation offered: No
Travel required: None
Come grow with us
At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it's more than that. It's smart and highly driven people united in purpose to serve our investors and one another.
Bring your energy and unique perspective to Capital and you'll have the opportunity to grow with us professionally, personally, and financially. You'll be part of a team that genuinely cares about helping you succeed. You'll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, you'll receive premier compensation and benefits, and a company:funded retirement plan that ranks among the most generous.
Our Private Client Services business was founded more than four decades ago as a family office for Capital Groups senior executives and their families. We have since expanded into a full:service wealth management and trust company, overseeing some 22 billion in assets for a select group of discriminating high:net:worth individuals, trusts, foundations and endowments nationwide. Though we are an exclusive boutique, and maintain a relatively small number of client relationships, we are able to tap into in:depth, world:class research and portfolio management experience from around the globe.
The Client Account Associate is a key member of the Private Client Services team, working directly with the Client Relationship Team, and is responsible for account opening, cash management, record retention and account maintenance.
:Gather client information from multiple sources and sets client accounts up on CG and custodian systems.
Conduct review and approval of workflows to ensure completeness and accuracy of documents and compliance with applicable business and regulatory parameters.
Perform a review of account documentation to ensure completeness and accuracy.
Set:up client access to the : website, statements, tax reporting, prospectus and other.
Work with the Client Relationship Team to address the on:going needs of client accounts and ensures changes made are properly authorized and systems are updated accordingly.
Assist in audit requests by working with the PCS Business Liaison and others within PCS to gather information and present the documentation in an organized manner.
Coordinate cash processing including, but not limited to monitoring cash balances, managing ticklers/account alerts, and processing client requests as received.
Review client authorization documentation and completes CG and external systems set:up.
Coordinate the distribution of client documents, notice mailings, mass document up:loads and select external facing communications.
Participate in intra:departmental peer review efforts and projects.
:2+ years experience in the financial or investment management industry and proven client servicing abilities.
Excellent communication skills including strong written, verbal and listening skills.
Strong initiative, teamwork and organizational skills are essential with the ability to prioritize multiple requests from a variety of sources.
Analytical skills and strong technical skills along with attention to detail.
The ability to forge relationships with others inside and outside Capital Group that are based on mutual respect, loyalty and trust.
Bachelors Degree preferred.
Founded in 1931, Capital Group is one of the world's largest and most trusted investment management companies and home to the American Funds. We manage more than US1.39 trillion in assets, and our 7,500 associates make our c
• Location: San Francisco
• Post ID: 92962732 sf