Client Account Associate

Date: Jan 12, 2022

Location: New York, NY, US, 10022

Company: Capital Group

Req ID: 46641 

Location: New York, NY 

Other location(s): N/A 

Relocation benefits offered: Yes 

Travel required: None 


“I can be myself at work.”


You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world  ̶  everything that makes you unique. We’re working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.


We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more.


“I can influence my income.”


You 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 be the equivalent of 15% of your annual pay (including bonuses).


“I can lead a full life.”


You 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.

  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
  • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
  • Access on-demand professional development resources that allow you to hone existing skills and learn new ones


COVID-19 HIRING: Our recruiting and onboarding activities are virtual during the pandemic and we’ve transitioned to a work-from-home environment until further notice. We are offering generous work-from-home benefits to improve our associate’s ability to work remotely.


I can succeed as a Client Account Associate at Capital Group


As one of our Client Account Associates you will help enable and empower our team here at Capital Group. You will help drive the business through the administrative and operational work with our Client Relationship Team, including account opening, and review to assure accuracy.  Bring your energy, quick learning and unique perspective to Capital and you'll have the opportunity to grow with us professionally, personally, and financially. You will coordinate cash and asset processing including, but not limited to monitoring balances, managing alerts, and processing client requests. Our Client Account Team is a part of our Private Client Services division within Capital, responsible for managing over $27 billion of our client’s assets.


 I am the person Capital Group is looking for:


  • You have at least one year of work experience in a professional environment, preferably at a financial services organization. A four-year degree is strongly preferred.
  • You have amazing organizational skills and can prioritize and juggle multiple tasks simultaneously
  • Your attention to detail is legendary, people in all walks of your life recognize your ability to master details, big and small
  • You have excellent oral and written communication skills
  • You work quickly enough to meet tight deadlines but carefully enough to maintain a high degree of accuracy

  • You are comfortable with all the Microsoft Office suite of tools and especially Excel to manage charts which will set you apart
  • Knowledge of financial services, including all aspects of cash processing is preferred but not required


“I can apply in less than 4 minutes.”


You’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.


“I can learn more about Capital Group.” 


At 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 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram.


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. 

Nearest Major Market: Manhattan
Nearest Secondary Market: New York City

Job Segment: Social Media, Sales, Marketing