Private Client Services GIC Associate

Posted 4 Days Ago
Be an Early Applicant
Los Angeles, CA, USA
In-Office
80K-128K Annually
Entry level
Fintech • Financial Services
At Capital Group, our goal is to improve people’s lives through successful investing. We start by investing in you.
The Role
Administer mutual funds, ETFs and SMAs including distributions, asset allocation, tax‑loss harvesting, trading, cash flows, account openings/closures, gifting and rebalancing. Ensure compliance with guidelines and tax rules, resolve client/investment inquiries, support process improvements, automation efforts, and collaborate with relationship teams and vendors.
Summary Generated by Built In

“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 at work. Your 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 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.

“I can apply in less than 4 minutes.”  

  

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.  

  

“I can learn more about Capital Group.”  

 

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.‎ 

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Los Angeles Base Salary Range: $80,098-$128,157

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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.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.


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.

Skills Required

  • Interest in investment operations, financial services, securities, or portfolio management
  • Self-driven and intellectually curious
  • Strong attention to detail and ability to apply policies, procedures, controls and compliance requirements
  • Sound judgment when addressing issues of moderate complexity
  • Ability to work collaboratively in a fast-paced environment and prioritize responsibilities
  • Effective communicator with ability to build relationships and credibility across teams
  • Comfort supporting projects, gathering information, and contributing to process improvements and business initiatives
  • Analytical mindset and ability to use data and technology tools to identify operational enhancements
  • Interest in automation and emerging technologies
  • Experience using or willingness to learn Confluence, Jira, and PowerPoint
  • Customer-focused, action-oriented, and organized
  • Committed to continuous learning, feedback, and personal development

Capital Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Capital Group and has not been reviewed or approved by Capital Group.

  • Retirement Support Retirement support stands out through an employer-funded contribution equal to about 15% of eligible compensation, adding meaningful long-term value to total rewards. A vesting schedule is referenced, but the core retirement benefit is positioned as unusually rich and frequently highlighted as a differentiator.
  • Strong & Reliable Incentives Incentives are structured around two annual bonuses—one tied to individual performance and another linked to company profitability—creating a predictable bonus framework. In certain senior investment roles, bonus opportunity can be very high relative to base pay, reinforcing the upside for top performers.
  • Inclusive Benefits Coverage Inclusive coverage is emphasized through fertility benefits (including IVF and egg freezing), pregnancy and menopause support, and adoption/surrogacy assistance. These benefits broaden applicability across different life stages and family-building paths.

Capital Group Insights

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The Company
HQ: Los Angeles, CA
8,820 Employees
Year Founded: 1931

What We Do

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. A career at Capital Group means having countless opportunities to explore, grow and succeed.

Why Work With Us

Capital Group has been in business for 91 years, which means that our investment professionals have 91 years of proprietary data at their fingertips.

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