Client Relations Support Specialist

2 weeks ago


San Antonio, Texas, United States Capital Group Full time
"I can excel as a Client Relations Support Specialist at Capital Group."

As a vital member of our Institutional Retirement (IR) Sales Support team, you will be instrumental in facilitating the efforts of our Retirement Plan Counselors within the Institutional Retirement (IR) sector of NACG. This role will involve collaborating closely with our external Sales Force Members who operate in various field sales territories, as well as internal sales representatives engaged in a sales division.

A typical day may involve making numerous outbound calls to our advisors to coordinate meetings with our Sales Force Members. You understand that arranging essential meetings with external stakeholders demands tenacity, strategic backup plans, and well-considered alternatives. You thrive in collaborative environments and enjoy working alongside others. You ask insightful questions, share ideas freely, and confidently express your views.

"I am the candidate Capital Group seeks."
  • You possess a robust background in sales and marketing, including experience with cold outreach.
  • You have a history of coordinating large-scale meetings and events that involve participants from multiple locations, including compiling agendas, securing venues, and managing all logistical details.
  • You utilize a systematic approach to ensure that every detail is accounted for.
  • Your keen observational skills and ability to anticipate needs allow you to prepare materials thoroughly, ensuring nothing is overlooked.
  • You thrive in a dynamic environment where critical thinking and proactive collaboration are essential for success.
  • You are proficient in Excel, using it to analyze data, address inquiries, and resolve issues.
  • A bachelor's degree is preferred.
San Antonio Base Salary Range: $48,509-$77,614

In addition to a competitive base salary, you will be eligible for an individual annual performance bonus, along with Capital's annual profitability bonus and a retirement plan where Capital contributes 15% of your eligible earnings.

Learn more about our compensation and benefits here.

We are committed to being an equal opportunity employer, adhering to all federal, state, and local laws that prohibit discrimination in employment decisions. Our policies ensure that unlawful discrimination based on 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 law is strictly prohibited.

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