Private Client Services GIC Associate

Capital Group • Los Angeles, CA Join Capital Group as a Global Investment Control (GIC) – Private Client Services (PCS) Associate. In this role you will administer Mutual Fund, ETF, and Separately Managed Accounts (SMA) activities, support client transactions, ensure compliance, and contribute to operational improvements. Responsibilities Administer Mutual Fund, ETF, and SMA, including recurring distributions, asset allocation implementation, and tax‑loss harvesting activities. Process investment orders and client cash‑flow transactions, and support account openings, closures, gifting activity, tax transition plans, and rebalancing efforts. Ensure trade activity complies with client guidelines, regulatory requirements, tax considerations, eligibility criteria, and investment restrictions. Partner with the Client Relationship team, third‑party service providers, and GIC teammates to support account maintenance activities and deliver a high‑quality client experience. Resolve client and investment‑related inquiries, participate in projects that improve business processes and operational effectiveness, and contribute to continuous improvement initiatives. Support solution‑design efforts, provide input on process and technology enhancements, leverage automation tools and data insights, and maintain knowledge‑management content that supports team onboarding and operational excellence. Qualifications Self‑driven, intellectually curious, and motivated to understand how business processes, technology, and the investment industry work together. Interest in investment operations, financial services, securities, or portfolio management and eagerness to build expertise. Strong attention to detail; consistently apply policies, procedures, controls, and compliance requirements with accuracy. Exercise sound judgment on moderate‑complexity issues and know when to seek guidance from teammates or seniors. Enjoy a collaborative, fast‑paced environment; prioritize responsibilities while maintaining high‑quality results. Effective communicator who builds relationships and credibility across teams and business partners. Comfortable supporting projects, gathering information, and contributing to process improvements and business initiatives. Analytical mindset; use data and technology tools to identify opportunities for operational enhancements. Interest in automation and emerging technologies; eager to participate in learning opportunities that improve efficiency and scalability. Experience or willingness to learn project‑management and collaboration tools such as Confluence, Jira, and PowerPoint. Customer‑focused, action‑oriented, organized; committed to continuous learning, feedback, and personal development. Benefits Competitive base salary (Los Angeles range: $80,098–$128,157). Individual annual performance bonus and Capital’s annual profitability bonus. Retirement plan with 15% Capital contribution of eligible earnings. Generous paid time‑off from day one. Flexible work options. 2‑for‑1 matching gifts for charitable contributions. On‑demand professional development resources to hone and acquire new skills. Equal Employment Opportunity Statement We are an equal‑opportunity employer and comply with all federal, state, and local laws that prohibit discrimination when making all decisions about employment. Our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth, related medical conditions, age, disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, or any other characteristic protected by federal, state, or local law. #J-18808-Ljbffr 111 CRMC Capital Research & Mgmt