Retirement Plan Services Representative

Capital Partners Mortgage LLC

San Antonio, Texas, US
Base: $43,153-$69,045 (san antonio) or $52,511-$84...
Customer service experience in any industry
Enjoy talking to people over the phone
Tech-savvy problem solver
The role involves taking high-volume inbound phone calls to provide customer service to retirement plan clients and explain financial concepts

Job Summary

  • The role involves taking high-volume inbound phone calls to provide customer service to retirement plan clients and explain financial concepts.
  • No previous experience or knowledge in investment management is required as the company provides comprehensive training.
  • Candidates receive a competitive salary, annual 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 and explain financial concepts.

Salary

Base: $43,153-$69,045 (San Antonio) or $52,511-$84,018 (Orange County); Bonus: Individual annual performance bonus plus profitability bonus; Benefits: Company-funded retirement contribution of 15%, health benefits, and flexible work options.

Skills & Requirements

Must-have

  • Customer service experience in any industry
  • Enjoy talking to people over the phone
  • Tech-savvy problem solver
  • Research and resolve customer questions quickly
  • Open to working overtime hours

Nice-to-have

  • Patience, empathy, and composure
  • Understanding of business and regulatory requirements
  • Interest in investment management career path

Key Requirements

  • Customer service experience in any industry
  • Open to working overtime hours

Work Rights

Not specified

Tailored Resume

Cover Letter