Retirement Plan Services Representative

Capital Group

San Antonio, Texas, US
Base: $43,153-$69,045; bonus/equity: individual an...
Customer service experience in any industry
Tech-savvy problem solver
Ability to research and resolve questions quickly
The role involves taking high-volume inbound phone calls to provide customer service to retirement plan clients while explaining financial concepts and regulations

Job Summary

  • The role involves taking high-volume inbound phone calls to provide customer service to retirement plan clients while explaining financial concepts and regulations.
  • No previous experience or knowledge in investment management is required as the company provides comprehensive training to help candidates succeed.
  • Employees receive a competitive salary, performance bonuses, and a company-funded retirement contribution of 15% of eligible earnings.

Matching Summary

The role involves taking high-volume inbound phone calls to provide customer service to retirement plan clients while explaining financial concepts and regulations.

Salary

Base: $43,153-$69,045; Bonus/Equity: Individual annual performance bonus plus profitability bonus; Benefits: 15% company retirement contribution, health benefits, flexible work options

Skills & Requirements

Must-have

  • Customer service experience in any industry
  • Tech-savvy problem solver
  • Ability to research and resolve questions quickly
  • Patience, empathy, and composure
  • Open to working overtime hours

Nice-to-have

  • Interest in investment management
  • Desire to launch a career with Capital Group
  • Passion for volunteering and community service

Key Requirements

  • Customer service experience in any industry
  • Phone communication skills
  • Willingness to work overtime

Work Rights

Not specified

Tailored Resume

Cover Letter