Full-Time

Private Client Services Summer Associate

Confirmed live in the last 24 hours

Capital Group

Capital Group

5,001-10,000 employees

Manages equity and fixed income assets

Quantitative Finance
Financial Services

Compensation Overview

$30.5Hourly

+ Annual Performance Bonus + Profitability Bonus

Entry

Los Angeles, CA, USA

Category
Customer Success
Customer Success & Support
Requirements
  • You are pursuing a bachelor’s degree with an anticipated Spring 2026 graduation date with a current GPA of 3.0 or higher
  • You possess a strong interest in a financial services career, specifically client management
  • You demonstrate strong relationship building, collaboration, organizational and communication skills
  • You exhibit leadership qualities and are proactive in your work
  • You exhibit a passion for continuous learning
Responsibilities
  • You will gain a deeper understanding of the PCS business and how we service our clients, prospects and COIs through engaging with CSAs and Private Client Relationship Managers (RMs) and leaders within various sales and support roles
  • You will observe client calls with CRT to better understand how we interact with clients to deliver impeccable client service
  • You will learn and develop service and presentation skills through training and experiential learning culminating in an end of the summer presentation
  • You will lead project work needed to accomplish business goals applying PCS technology and systems
  • You will participate in a variety of responsibilities and assigned projects based on business needs

Capital Group focuses on managing investments for long-term growth, primarily through its American Funds® brand. The company utilizes high-conviction portfolios, which means they invest in a select number of securities that they believe will perform well, backed by thorough research and individual accountability among their investment professionals. With over $2 trillion in assets under management, Capital Group serves millions of individual and institutional investors across the globe. Unlike many competitors, Capital Group emphasizes a long-term investment strategy and has maintained its goal of improving people's lives through successful investing for over 90 years. Their aim is to deliver superior results while ensuring a strong commitment to ethical practices and investor education.

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • The collaboration with KKR to launch interval funds in 2025 could open new avenues for investors to access private markets, enhancing Capital Group's product offerings.
  • Recognition as the Best Fixed Income Asset Manager at the Australian Wealth Management Awards underscores Capital Group's expertise and reputation in the industry.
  • The partnership with Deutsche Bank to distribute the Multi-Sector Income Fund globally expands Capital Group's reach and client base.

What critics are saying

  • The emergence of employment scams using Capital Group's name could damage its reputation and deter potential talent.
  • The departure of long-time portfolio manager Donald O'Neal may lead to shifts in investment strategy and potential instability.

What makes Capital Group unique

  • Capital Group's long-standing history and focus on high-conviction portfolios set it apart from newer investment firms, emphasizing a commitment to long-term results.
  • Their strategic partnership with KKR to create hybrid public-private investment solutions showcases their innovative approach to expanding investment opportunities.
  • Capital Group's global presence and management of over $2 trillion in assets highlight its scale and influence in the investment industry.

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