Private Client Services GIC Associate

“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 r 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…