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Private Client Service Associate

San Francisco, San Francisco
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Job Overview

Salary $95k - $145k (AI est.)
Location San Francisco, San Francisco
Type Full time

Skills & Requirements

85%

Teams

Essential skill for this role
85% Required
Teams

Qualifications & Education

Experience Required

2-5

About the Role

Private Client Service Associate

Curated brief to help you tailor your application.

Role Overview

Start by showing recruiters you understand the team's mission and environment.

“I can succeed as a Private Client Service Associate at Capital Group.” 

As 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. 

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Frequently Asked Questions

A Private Client Service Associate is responsible for key financial functions including analysis, reporting, and strategic planning. This level position requires expertise in sector dynamics and involves working with cross-functional teams to drive business growth and financial performance.
This Private Client Service Associate role typically requires a degree in Finance, Accounting, Economics, or related field. Candidates should have relevant experience in sector, strong analytical skills, proficiency in financial modeling, and excellent communication abilities. Professional qualifications such as CFA, ACCA, or ACA are often preferred.
Career progression from a Private Client Service Associate role can lead to senior finance positions such as Finance Manager, Finance Director, or CFO roles. The sector offers diverse opportunities for professional development, including specialized areas like investment banking, corporate finance, or financial planning and analysis.
To apply for this Private Client Service Associate position, click the 'Send CV' button above to submit your application directly to the hiring manager. Ensure your CV highlights relevant experience and financial expertise. Our recruitment consultants will review your application and contact you within 24-48 hours if your profile matches the requirements.