
Client Relationship Associate
Welcome to Capital Group Companies, where we believe in fostering strong relationships with our clients to help them achieve their financial goals. We are currently seeking a highly motivated and personable Client Relationship Associate to join our team. In this role, you will have the opportunity to build and maintain relationships with our valued clients, providing them with exceptional service and support. We are looking for individuals who are passionate about client satisfaction and have a strong understanding of the financial industry. If you have excellent communication skills, attention to detail, and a desire to make a positive impact on our clients' lives, we want to hear from you.
- Build and maintain strong relationships with clients, serving as the main point of contact for their financial needs.
- Provide exceptional customer service and support to clients, ensuring their satisfaction with our services.
- Act as a knowledgeable resource for clients regarding their financial goals and the services we offer.
- Communicate effectively with clients, both verbally and in writing, to address their inquiries and concerns.
- Collaborate with other team members to identify and implement strategies for client retention and satisfaction.
- Stay up-to-date with industry trends and developments to better serve clients and provide relevant insights.
- Manage client accounts and maintain accurate records of interactions and transactions.
- Proactively identify opportunities to expand and deepen client relationships.
- Attend and participate in client meetings and presentations as needed.
- Uphold company values and standards in all interactions with clients and colleagues.
Bachelor's Degree In Business, Finance, Or A Related Field.
Minimum Of 2 Years Of Experience In Client Service Or Relationship Management.
Strong Communication And Interpersonal Skills.
Knowledge Of Investment Products And Financial Services Industry.
Ability To Work Independently And Handle Multiple Tasks In A Fast-Paced Environment.
Data Analysis
Communication
Time Management
Attention to detail
customer service
Sales Support
Teamwork
Problem-Solving
Adaptability
Client engagement
Relationship-Building
Client Retention
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Client Relationship Associate in Los Angeles, CA, USA is $50,000 - $70,000 per year. This can vary depending on factors such as experience, education, and the specific company and industry the associate is working in.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with $1.87 trillion in assets under management.

Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started