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Private Client Services Associate: Client Wealth & Service

Job in Northern, Floyd County, Kentucky, USA
Listing for: Capital Group
Full Time position
Listed on 2026-08-30
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Client Relationship Management, Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 92000 - 147000 USD Yearly USD 92000.00 147000.00 YEAR
Job Description & How to Apply Below
Location: Northern

Capital Group is hiring for a Private Client Service Associate in San Francisco. The role focuses on serving as a primary client contact, handling inquiries via email and phone, and coordinating with centralized operations to ensure client accounts run smoothly.

Primary responsibilities include delivering impeccable service, resolving inquiries, and supporting client meetings and documentation. The position includes a competitive base salary with annual bonuses and a retirement plan with 15%

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Position Requirements
10+ Years work experience
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