Client Services Associate for Retirement Plans

2 weeks ago


San Antonio, Texas, United States Capital Group Full time

"Embark on a rewarding career as a Retirement Plan Services Representative at Capital Group."

In the role of a Retirement Plan Services Representative, you will manage a high volume of incoming calls, delivering exceptional customer support to clients involved in retirement plans. Your primary goal will be to ensure that callers feel valued and understood while addressing their inquiries related to retirement plans. You will clarify financial principles and regulatory guidelines, fostering trust through informed interactions.

You will be equipped with the necessary training to excel in this position, making it an ideal entry point for your professional journey with Capital Group.

"You are the ideal candidate for Capital Group."

  • You possess experience in customer service across various sectors and have a passion for engaging with individuals over the phone.
  • You are adept at utilizing technology to solve problems efficiently, conducting research, and addressing customer inquiries swiftly while navigating multiple systems.
  • You handle challenging customer interactions with grace, demonstrating patience, empathy, and the ability to discern when to take charge or escalate issues.
  • You are committed to staying updated on the company’s offerings, policies, and relevant legal requirements.
  • You are flexible and willing to work additional hours when necessary.

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

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



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