{"id":3269461,"url":"https://alion.io/job/capital-group-private-client-service-associate-3","title":"Private Client Service Associate","company":{"id":704267,"name":"Capital Group","domain":"capitalgroup.com","url":"https://alion.io/company/capital-group","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":83,"open_postings":12,"ghost_share":0,"stale_share":0.667,"repost_share":0,"time_to_fill_p50_days":29,"computed_at":"2026-10-29T05:49:05Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":88080,"max":140928,"currency":"USD","period":"year","gross":null,"usd_annual":140928},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"LinkedIn","optional":false},{"name":"Instagram","optional":true},{"name":"YouTube","optional":true}],"status":"live","first_seen_at":"2026-10-23T00:00:00Z","employer_posted_date":"2026-10-23","last_verified_at":"2026-10-29T06:39:38Z","board_verified":true,"closed_at":null,"days_open":6,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":6},"description":"“I can be myself at work.”\nYou 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.\nWe 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.\n“I can influence my income.”\nYou 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.\n“I can lead a full life.”\nYou 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.\nEnjoy generous time-away and health benefits from day one, with the opportunity for flexible work options\n\nReceive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love\n\nAccess on-demand professional development resources that allow you to hone existing skills and learn new ones\n\n“I can succeed as a Private Client Service Associate at Capital Group.”\nAs 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.\nPrimary responsibilities/essential functions:\nDelivers impeccable client service to clients, prospects, and centers of influence.\nResearches and resolves client queries regarding audits, investment results, fees, and guidelines.\nExecutes effective business operations practices that drive efficiency and a consistent client/prospect experience.\nLeverages data from internal and external sources to achieve practice sales and service objectives.\nManages flow of requests to ensure work is completed in a timely manner.\nBuild rapport with internal and external contacts.\nEngages resources to resolve issues and nonstandard requests.\nAttends and participates in client/intermediary meetings as appropriate.\nWorks with partners to prepare materials for client presentations, process client requests, onboard new client accounts, make business travel arrangements, and manage expense reports and records.\nCoordinate client meetings and manage calendars.\nManages the practice’s inbox, resolve client inquiries, document meeting notes, ensure information and client documentation is up to date.\nResponsible for all customized client request (reporting, trading).\nOrganize conversations with CG specialists.\nResponsible for practice’s digital footprint (e.g. LinkedIn).\nAdditional responsibilities as designed.\n“I am the person Capital Group is looking for.”\nYou have a Bachelor’s degree (required).\nYou demonstrate initiative by identifying issues for managers/others.\nYou consistently demonstrate the ability to evaluate and appropriately address privacy and confidentiality concerns when dealing with others (or associates outside the department or group).\nYou demonstrate the ability to effectively plan and manage the work of others.\nYou demonstrate the ability to influence others.\nYou demonstrate sound judgment in resolving routine matters.\nYou demonstrate intellectual curiosity and analytical skills in areas of moderate complexity.\nYou demonstrate the ability to identify, assess, respond to and escalate risks or potential risks encountered through day-to-day activities.\nYou demonstrate effective written and oral communication skills with team members and managers.\nYou demonstrate the ability to collaborate and work effectively as part of a team.\nYou demonstrate effectiveness facilitating with peers or team.\nYou demonstrate the ability to prioritize assigned work and complete in a timely manner.\nYou demonstrate effective and professional service orientation and build appropriate rapport with internal and external contacts.\n“I can apply in less than 4 minutes.”\nYou’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.\n“I can learn more about Capital Group.”\nAt 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 know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.\n\n\n\n\nNew York Base Salary Range: $88,080-$140,928\n\n\n\n\n\n\n\n\n\n\nIn 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.\nYou can learn more about our compensation and benefits here.\n* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.\nWe 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.","description_format":"text","description_chars":6943,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Flexible schedule","Professional development","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-26T10:51:11Z"}],"visa":[],"liveness":{"score":63,"band":"ok","label":"Likely open","p_open":1,"p_active":0.626,"p_room":1,"age_days":6,"expected_fill_days":29,"reasons":["conf:4","stale_co","velocity","win:early","comp:brand"],"computed_at":"2026-10-29T05:49:05Z"},"pay":{"stated_usd_annual":140928,"is_top_pay":true},"html_url":"https://alion.io/job/capital-group-private-client-service-associate-3","json_url":"https://alion.io/job/capital-group-private-client-service-associate-3.json","meta":{"generated_at":"2026-10-29T14:10:10Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":21316,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-30T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":704267},"rest":"https://alion.io/mcp/rest/get_company?id=704267"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcapital-group-private-client-service-associate-3"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcapital-group-private-client-service-associate-3"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcapital-group-private-client-service-associate-3"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/capital-group-private-client-service-associate-3\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcapital-group-private-client-service-associate-3"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3269461}},{"tool":"search_jobs","arguments":{"company":"capitalgroup.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3269461},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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