Private Client Concierge

"I can succeed as a Private Client Concierge at Capital Group."

As a Private Client Concierge, you demonstrate full knowledge level in assigned area and is an experienced sole contributor. Anticipates, facilitates, and advances the account onboarding process through leading team workflows. Responsible for accurate and compliant oversight and completion of account onboarding by facilitating across all interested parties including PWAs (Private Wealth Advisor), CRT (Client Relationship Team), PCO (Private Client Operations Team) and end clients.

Primary responsibilities/essential functions:

• Executes and coordinates account opening along with PWA/CRT from prospecting, onboarding, and account funding.
• With minimal supervision, able to assess requirements needed for all account onboardings, work with the client to obtain necessary documentation and facilitate the entire account onboarding through account funding.
• Builds rapport with clients and intermediaries, where applicable, to maintain a positive working relationship and fully leverage CRT/PCO teams.
• Strategizes with PWA/CRT to establish a process/service model for addressing and improving the client onboarding experience.
• Communicates with clients and advisors on various account and/or transactional processes and oversees client onboarding materials.
• Coordinates with internal and external teams to on-board new and existing client relationships (information collection, documentation and approval compilation, open and fund accounts).
• Provides subject matter expertise to team/department.

"I am the person Capital Group is looking for."

• You have a minimum of 3 years of experience.
• You demonstrate the ability to prioritize assigned work and complete in a timely manner.
• You take initiative by identifying and recommending solutions.
• You demonstrate the ability to collaborate and develop/maintain working relationships within Capital.
• You have effective written and oral communications skills with team members, managers, wealth advisors and end clients
• You have sound judgment in resolving matters of complexity.
• You demonstrate effective and professional service orientation and builds appropriate rapport with internal and external contacts.
• You apply comprehensive knowledge of the account onboarding and funding process, including standard and complex account types.
• You demonstrate the ability to influence others.

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.