Sorry, this listing is no longer accepting applications. Don’t worry, we have more awesome opportunities and internships for you.

Retirement Plan Services Representative

Learn more about Capital Group
Capital Group

Capital Group

Retirement Plan Services Representative

San Antonio, TX +1 location
Full Time
Paid
  • Responsibilities

    "I can succeed as a Retirement Plan Services Representative at Capital Group."

    As one of our Retirement Plan Services Representatives, you'll take high-volume inbound phone calls providing customer service to retirement plan clients. You'll help callers feel comfortable and supported while answering general retirement plan questions . You'll explain financial concepts and regulations . You'll build trust in these interactions by utilizing resources to understand business and regulatory requirements, performing research , and ensuring the resolution of unclear or incomplete requests in real-time over the phone.

    You don't need any previous experience or knowledge in investment management to thrive in this job. We'll teach you everything you need to know, which makes this a perfect starting point to launch your career with Capital Group.

    "I am the person Capital Group is looking for."

    • You have customer service experience in any industry and enjoy talking to people over the phone.
    • You're a tech-savvy problem solver. You can research and resolve customer questions quickly, working across multiple systems throughout the day.
    • You've taken on challenging customer interactions with patience, empathy, and composure, knowing when to take ownership and when to escalate client concerns.
    • You enjoy staying informed of the company's products and services, policies and procedures , and applicable regulations and legal requirements.
    • You're open to working overtime hours, as needed.

    San Antonio Base Salary Range: $40,090-$64,144

    Indianapolis Base Salary Range: $42,700-$68,320

    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.

    *Temporary positions in Canada and 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.

  • Industry
    Investment Management
  • Locations
    Indianapolis, IN • San Antonio, TX
  • About Us

    Through nine decades, Capital Group’s 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. Private ownership allows us to keep our eyes on the long term while more than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day.