Posted: Monday, October 30, 2017 5:59 PM
Req ID: 14565
Experience Level: Professional
Relocation offered: Yes
Travel required: a. Up to 25
Come grow with us
At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it's more than that. It's smart and highly driven people united in purpose to serve our investors and one another.
Bring your energy and unique perspective to Capital and you'll have the opportunity to grow with us professionally, personally, and financially. You'll be part of a team that genuinely cares about helping you succeed. You'll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, you'll receive premier compensation and benefits, and a company:funded retirement plan that ranks among the most generous.
Our Private Client Services business was founded more than four decades ago as a family office for Capital Groups senior executives and their families. We have since expanded into a full:service wealth management and trust company, overseeing some 22 billion in assets for a select group of discriminating high:net:worth individuals, trusts, foundations and endowments nationwide. Though we are an exclusive boutique, and maintain a relatively small number of client relationships, we are able to tap into in:depth, world:class research and portfolio management experience from around the globe. As we like to say, were big where it counts and small where it matters, and its one reason weve earned such a strong reputation in the industry.
The PCS Relationship Specialist is a key member of the client relationship team, working with the Investment Counselor (IC) who markets, establishes and maintains relationships with and provides investment strategies for high net worth investors. The Relationship Specialist anticipates, facilitates and advances Investment Counselor prospecting and sales efforts through ownership and alignment of team workflows.
:Leads and oversees multiple aspects of the client relationship including cash management, distributions, contributions, asset allocation, investment actions, client/account maintenance, and client inquiries. Coordinates with internal and external teams as necessary.
With minimal supervision, manages regulatory requirements mandated for trust companies and registered investment advisors, including trust committee review.
Builds rapport with clients and intermediaries to maintain a positive working relationship in order to leverage IC team. Acts as the client advocate in order to retain, preserve, and deepen existing relationships.
Supports IC business plan and may identify opportunities for expanding relationships.
Strategizes with IC to establish a process/service model for addressing client needs.
Communicates with clients and advisors on various account and/or transactional processes and oversees client communication materials.
Coordinates with internal and external teams to on:board new account relationships (information collection, documentation and approval compilation, open and fund accounts).
May coordinate other fiduciary responsibilities related to trusts and IRAs (i.e. discretionary distributions, valuations).
Attends client/intermediary meetings as appropriate.
Responds to ad hoc portfolio, regulatory, market, and investment strategy specific queries both verbally and in writing.
Participates in projects related to the business and teams overall business priorities.
:Experience in the financial or investment management industry and proven client servicing abilities.
A good working knowledge and understanding of capital markets.
In:depth knowledge of financial industry, investment reco
• Location: Los Angeles
• Post ID: 144919042 losangeles