Private Client Operations Associate 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 uniquenessand 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. 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. 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 The Private Client Operations Associate plays a crucial role in facilitating the vision of the Private Operations Team. This multifaceted position encompasses critical aspects such as account opening, account maintenance, cash processing, security transfers, record retention, and alternative processing.
Key Responsibilities:
Facilitating Team Vision: Supports the Private Operations Team's vision by handling various critical tasks, including focus areas in account opening, account maintenance, cash processing, security transfers, record retention, and alternative processing.
Demonstrating Expertise: Exhibits comprehensive knowledge in the assigned area(s), ensuring a high level of proficiency and accuracy in all tasks.
Task Ownership: Assumes full responsibility for assigned work, ensuring tasks are completed with precision and punctuality, including but not limited to emails and workflows.
Independent Production: Manages production work with added complexity autonomously, requiring minimal guidance from seniors, specialists, or managers.
Continuous Improvement: Actively seeks out and identifies gaps and opportunities for enhancement in resources, processes, and technology.
Communication: Consistently keeps the manager informed about individual progress, capacity, and potential challenges.
Time Allocation: Allocates 80% of the time to production in assigned workflow tasks, 10% to managing emails and other inquiries, 5% to training and reviewing materials, and 5% to participating in meetings.
You have a minimum of 3 years of experience. You demonstrate initiative by identifying issues. You can prioritize their individual work and ensures it's completed in a timely and accurate manner. You are flexibility and agility. You have intellectual curiosity and analytical skills. You can work effectively in a team environment. You collaborate, develop and maintain working relationships inside and outside the organization to enable effective completion of business objectives. You remain calm, composed, and positive during peak seasons or stressful situations.
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.
At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. 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.
Orange County Base Salary Range: $76,882-$123,011In 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.
