Client Relationship Associate - Capital Group
Los Angeles, CA
About the Job
Job Title: Client Relationship Associate
Responsibilities:
- Provide administrative support to financial advisors managing high-net-worth clients.
- Assist in the preparation of client reports and presentations.
- Respond to client inquiries and resolve issues promptly.
- Maintain accurate client records and documentation.
- Coordinate with internal teams to ensure seamless service delivery.
Qualifications:
- Bachelor's degree in Finance, Business, or related field.
- Strong communication and interpersonal skills.
- Detail-oriented with excellent organizational abilities.
- Proficient in Microsoft Office Suite.
- Prior experience in client service or financial services is a plus.
Source : Capital Group