48 Client Relationship Associate Jobs in Atlanta, GA
Capital Group is Hiring a Client Relationship Associate Near Atlanta, GA
As one of our Client Relationship Associates, you'll assist f inancial a dvisors by providing administrative support to our high-net-worth individuals, trusts, foundations, and endowments nationwide. You'll provide personalized service for each client, while multitasking everything from handling calendars and expense reports to initiating client account openings and maintenance requests.
Having p rior experience providing customer service within a financial service sector and a solid understanding of wealth management or trust business is ideal since compliance with business processes and regulatory requirements is important for this role. Additionally, you enjoy working in a fast-paced environment, where critical thinking and effective teamwork are essential for success.
"I am the person Capital Group is looking for."
- Bachelor's degree in business, finance, economics, or a relevant field of study required
- You have foundational knowledge in administrative account operations.
- You have a passion for client-facing responsibilities, including creating and preparing presentations and correspondence.
- You are never too busy for a conversation and strive to make the customer feel valued. Even if there are several other items on your desk that day, you focus your attention on clients and what they need.
- You enjoy handling detail-orientated work with client accounts, including documentation and client notification.
- You appreciate the sense of accomplishment achieved when you solve a problem using your good judgment.
- You have a curious nature and enjoy learning new things.
In 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.
You can learn more about our compensation and benefits here .
* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
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.
Job Summary
Full Time
$53k-69k (estimate)
04/01/2023
07/23/2024
capitalgroup.com
FORKED RIVER, NJ
7,500 - 15,000
1931
$3B - $5B
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About Capital Group
Since 1931, Capital Group, home of American Funds, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors. Capital Group is a private firm that employs more than 7,500 associates in offices around the world. For more than 80 years, our goal has remained the same: to improve peoples lives through successful investing. *Weve been made aware of an ...employment scam fraudulently using Capital Groups name.* -Capital Group does not schedule interviews or make job offers solely via Twitter, chat or text messages. -Capital Group requires a completed job application prior to consideration for an interview and job offer. If you are unsure whether youre communicating with Capital Group, please contact us at (800) 421-4225 or employmentfraud@capgroup.com to verify your job interview or offer. For important legal information please click the company details website link: https://www.capitalgroup.com/us/landing-pages/linkedin-terms-of-use.html
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The job skills required for Client Relationship Associate include Customer Service, Teamwork, Financial Services, Wealth Management, Client Relationship, Administrative Support, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Relationship Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Relationship Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Relationship Associate positions, which can be used as a reference in future career path planning. As a Client Relationship Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Relationship Associate. You can explore the career advancement for a Client Relationship Associate below and select your interested title to get hiring information.
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