Private Client Services GIC Associate

Private Client Services GIC Associate Responsibilities 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. Qualifications 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. Benefits 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. Compensation 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. Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. Equal Opportunity Employer 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. #J-18808-Ljbffr Capital Group