Private Client Services GIC Associate
$80.1k - $128.16kCapital Group
“I can be myself at work.”You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “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 factor in salary and variable 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 “I can succeed as a Private Client Services GIC Associate.”As a Global Investment Control (GIC) – Private Client Services (PCS) Associate, you will be responsible for administering Mutual Fund, ETF, and Separately Managed Accounts (SMA), including recurring distributions, asset allocation implementation, and tax loss harvesting activities. You will process investment orders and client cash flow transactions, while supporting account openings, closures, gifting activity, tax transition plans, and rebalancing efforts. You will ensure that trade activity complies with client guidelines, regulatory requirements, tax considerations, eligibility criteria, and investment restrictions. You will partner closely with the Client Relationship team, third-party service providers, and GIC teammates to support account maintenance activities and deliver high-quality client experience. You will help resolve client and investment-related inquiries, participate in projects that improve business processes and operational effectiveness, and contribute to continuous improvement initiatives. You will also support solution design efforts, provide input on process and technology enhancements, leverage automation tools and data insights, and help maintain knowledge management content that supports team onboarding and operational excellence.“I am the person Capital Group is looking for.”You are self-driven, intellectually curious, and motivated to understand how business processes, technology, and the investment industry work together.You have an interest in investment operations, financial services, securities, or portfolio management and are eager to build your expertise.You demonstrate strong attention to detail and can consistently apply policies, procedures, controls, and compliance requirements with accuracy.You exercise sound judgment when addressing issues of moderate complexity and know when to seek guidance from teammates or more senior colleagues.You enjoy working in a collaborative, fast-paced environment and can prioritize responsibilities while maintaining high-quality results.You are an effective communicator who can build relationships and credibility across teams and business partners.You are comfortable supporting projects, gathering information, and contributing to process improvements and business initiatives.You have an analytical mindset and can use data and technology tools to identify opportunities for operational enhancements.You are interested in automation and emerging technologies and are eager to participate in learning opportunities that improve efficiency and scalability.You have experience using or are willing to learn project management and collaboration tools such as Confluence, Jira, and PowerPoint.You are customer-focused, action-oriented, organized, and committed to continuous learning, feedback, and personal development.“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 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. Los Angeles Base Salary Range: $80,098-$128,157 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 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.SummaryLocation: Los AngelesType: Full time
$265k - $320k
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...This is an excellent opportunity for a client-focused insurance professional who enjoys... ...clients and delivering exceptional white-glove service. Responsibilities Manage a... ...premier carriers such as Chubb, PURE, AIG Private Client, Cincinnati, Travelers, Nationwide...Private clientLocal area$141k - $290k
...Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high‑net‑worth individual clients and privately‑held...Private clientFlexible hours- ...are the leading provider of professional services to the middle market globally, our... ...confidence in a world of change, empowering our clients and people to realize their full... ...experienced Tax Partner to join our expanding Private Client Services (PCS) / High Net Worth (...Private clientFull timeWork at officeLocal area
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth... ...:Supervises develops and trains employees Supervises associates, senior associates and managers on all projectsReviews work...Private clientWork at office
$34.32k - $90k
...Job Description Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...Private clientFull timeTemporary workWork at officeLocal area- ...we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing...Private clientWork experience placementPrivate practiceLocal area
$136k - $165k
Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience... ...external sourcesSupervisory Responsibilities:Supervises associates and senior associates on all projectsSchedules and manages...Private clientPrivate practiceWork at office$200k - $300k
...The Weaver Experience Weaver is a full‑service national accounting, advisory and consulting firm with opportunities for professionals... ...leaders at the Director level to join our growing firm! A Private Client Services Director provides federal tax compliance and planning...Private clientFlexible hours$110k - $215k
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...career paths - whether shaped by military service, community college education, or a wide... ...'s financial needs and the full array of Private Bank's capabilities, establishing and deepening...Private clientWork at officeFlexible hoursShift workDay shift$100k
...represent home buyers and sellers in transactions. The role includes scouting leads through networking and advertising, interacting with clients via meetings and digital media, and negotiating agreements. This position offers comprehensive training to help new and experienced...Private client- ...tools you need to succeed and the autonomy to reach your goals. EisnerAmperis seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with thecapacityto efficiently oversee multiple client engagements...Private clientTemporary workPrivate practiceWork at officeLocal area
$76k - $174k
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- Los Angeles Federal Credit Union is seeking a Digital Member Service Representative to support members through the Digital Branch, delivering financial services via phone, email, and secure digital channels. In this hybrid role, you will handle memberships, loans, and online...Private client
$225k - $325k
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$138.3k - $172.8k
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