Req ID: 29390
Experience Level: Professional
Other Location(s): N/A
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 Group s 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 PCS Client Relationship Specialist is a key member of the client relationship team, working with the Investment Counselor (IC) who markets, establishes and maintains relationships with and provides investment strategies for high net worth investors. The Relationship Specialist anticipates, facilitates and advances Investment Counselor prospecting and sales efforts through ownership and alignment of team workflows.
Leads and oversees multiple aspects of the client relationship including cash management, distributions, contributions, asset allocation, investment actions, client/account maintenance, and client inquiries. Coordinates with internal and external teams as necessary.
With minimal supervision, manages regulatory requirements mandated for trust companies and registered investment advisors, including trust committee review.
Builds rapport with clients and intermediaries to maintain a positive working relationship in order to leverage IC team. Acts as the client advocate in order to retain, preserve, and deepen existing relationships.
Supports IC business plan and may identify opportunities for expanding relationships.
Strategizes with IC to establish a process/service model for addressing client needs.
Communicates with clients and advisors on various account and/or transactional processes and oversees client communication materials.
Coordinates with internal and external teams to on-board new account relationships (information collection, documentation and approval compilation, open and fund accounts).
May coordinate other fiduciary responsibilities related to trusts and IRAs (i.e. discretionary distributions, valuations).
Attends client/intermediary meetings as appropriate.
Responds to ad hoc portfolio, regulatory, market, and investment strategy specific queries both verbally and in writing.
Participates in projects related to the business and team s overall business priorities.
Experience in the financial or investment management industry and proven client servicing abilities.
A good working knowledge and understanding of capital markets.
In-depth knowledge of financial industry, investment recommendations and strategies, fiduciary practices, and the investment advisory and wealth planning business.
Demonstrates working knowledge of CG mandates, investment vehicle structures, fees, different CG business models, internal policies, reporting and regulatory requirements.
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.
Industry recognized professional designation a plus (FINRA Series 65 strongly encouraged).
Bachelor's 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 US$1.7 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers. 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.