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Client Relations Specialist for Retirement Plans

2 months ago

San Antonio, Texas, United States Capital Group Full time

"I can excel as a Client Relations Specialist for Retirement Plans at Capital Group."

In the role of a Client Relations Specialist, you will handle a significant volume of incoming calls, delivering exceptional customer support to clients of retirement plans. Your goal will be to ensure that callers feel at ease and well-informed while addressing general inquiries related to retirement plans. You will clarify financial principles and compliance regulations, fostering trust during these conversations by leveraging available resources to comprehend business and regulatory standards, conducting research, and ensuring the prompt resolution of any ambiguous or incomplete requests over the phone.

No prior experience or expertise in investment management is necessary to succeed in this position. We will provide comprehensive training, making this an ideal entry point to advance your career with Capital Group.

"I am the candidate Capital Group seeks."

  • You possess customer service experience across various sectors and enjoy engaging with individuals over the phone.
  • You are a tech-savvy problem solver, capable of quickly researching and addressing customer inquiries while navigating multiple systems throughout the day.
  • You have effectively managed challenging customer interactions with patience, empathy, and professionalism, understanding when to take charge and when to escalate issues.
  • You are committed to staying updated on the company's offerings, policies, and applicable regulations.
  • You are willing to work additional hours as necessary.

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

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