Retirement Plan Services Representative

5 days ago


Indianapolis, Indiana, United States Capital Group Full time
About the Role

We are seeking a highly skilled and customer-focused individual to join our team as a Retirement Plan Services Representative. As a key member of our team, you will be responsible for providing exceptional customer service to our retirement plan clients, answering their questions, and resolving their concerns in a timely and professional manner.

Key Responsibilities
  • Customer Service: Provide high-quality customer service to retirement plan clients, responding to their inquiries, and resolving their issues in a timely and professional manner.
  • Phone Support: Handle high-volume inbound phone calls, providing clear and concise information to clients, and escalating complex issues to senior team members as needed.
  • Financial Knowledge: Develop a strong understanding of financial concepts, regulations, and policies related to retirement plans, and apply this knowledge to provide accurate and helpful information to clients.
  • Problem-Solving: Utilize problem-solving skills to resolve client issues, working across multiple systems and resources to find solutions.
  • Communication: Communicate effectively with clients, colleagues, and senior team members, both verbally and in writing, to ensure seamless communication and issue resolution.
Requirements
  • Customer Service Experience: Proven experience in customer-facing roles, with a strong focus on providing exceptional service and resolving client issues.
  • Technical Skills: Proficiency in using multiple systems and software applications to research and resolve client inquiries.
  • Communication Skills: Excellent verbal and written communication skills, with the ability to communicate complex information in a clear and concise manner.
  • Teamwork: Ability to work collaboratively with colleagues and senior team members to achieve team goals and objectives.
What We Offer

As a Retirement Plan Services Representative at Capital Group, you will have the opportunity to work with a dynamic team, develop your skills and knowledge, and contribute to the success of our organization. We offer a competitive salary range, a comprehensive benefits package, and opportunities for professional growth and development.


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